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 | $27,593 | $78,705-64.9% | $117,854-76.6% | $70,131-60.7% |
| Participation rate | 64.6% | 73.2%-8.6pp | 79.7%-15.0pp | 69.5%-4.9pp |
| Annual return | 18.04% | 23.30%-5.3pp | 335.08%-317.0pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,658 | $3,297-19.4% | $4,482-40.7% | $3,332-20.2% |
| Admin fee / account holder | $242 | $5,065-95.2% | $8,020-97.0% | $4,645-94.8% |