See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,706 | $79,944-85.4% | $98,439-88.1% | $75,163-84.4% |
| Participation rate | 29.6% | 70.4%-40.7pp | 75.2%-45.5pp | 67.2%-37.6pp |
| Annual return | 29.60% | 19.75%+9.9pp | 21.16%+8.4pp | 160.62%-131.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,751 | $3,752-53.3% | $4,738-63.0% | $4,125-57.5% |
| Admin fee / account holder | $110 | $6,840-98.4% | $8,948-98.8% | $5,651-98.1% |