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 10-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 | $10,738 | $75,828-85.8% | $147,614-92.7% | $59,632-82.0% |
| Participation rate | 48.1% | 71.6%-23.4pp | 84.6%-36.5pp | 68.7%-20.5pp |
| Annual return | -0.48% | 0.37%-0.8pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,212 | $3,130-61.3% | $4,895-75.2% | $3,192-62.0% |
| Admin fee / account holder | $271 | $5,985-95.5% | $11,611-97.7% | $4,297-93.7% |