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 | $18,051 | $87,013-79.3% | $106,213-83.0% | $80,856-77.7% |
| Participation rate | 36.0% | 70.4%-34.4pp | 75.3%-39.3pp | 67.6%-31.6pp |
| Annual return | 15.52% | 17.05%-1.5pp | 116.14%-100.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,171 | $3,986-45.5% | $5,016-56.7% | $4,296-49.5% |
| Admin fee / account holder | $0 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |