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 8-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 | $16,163 | $70,475-77.1% | $100,516-83.9% | $79,858-79.8% |
| Participation rate | 62.7% | 73.7%-10.9pp | 79.4%-16.7pp | 69.6%-6.9pp |
| Annual return | 40.59% | 21.90%+18.7pp | 30.89%+9.7pp | 31.71%+8.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,445 | $5,181+5.1% | $6,270-13.2% | $3,740+45.6% |
| Admin fee / account holder | $70 | $4,478-98.4% | $8,081-99.1% | $5,306-98.7% |