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 | $27,510 | $78,705-65.0% | $117,854-76.7% | $70,131-60.8% |
| Participation rate | 46.9% | 73.2%-26.3pp | 79.7%-32.8pp | 69.5%-22.7pp |
| Annual return | 12.42% | 23.30%-10.9pp | 335.08%-322.7pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,277 | $3,297-0.6% | $4,482-26.9% | $3,332-1.7% |
| Admin fee / account holder | $7 | $5,065-99.9% | $8,020-99.9% | $4,645-99.8% |