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 | $22,176 | $65,703-66.2% | $94,224-76.5% | $59,632-62.8% |
| Participation rate | 67.3% | 72.1%-4.8pp | 78.8%-11.5pp | 68.7%-1.4pp |
| Annual return | 62.04% | 5.22%+56.8pp | 10.68%+51.4pp | 2041.28%-1979.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,393 | $3,143-23.8% | $4,320-44.6% | $3,192-25.0% |
| Admin fee / account holder | $249 | $4,264-94.2% | $6,269-96.0% | $4,297-94.2% |