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 3-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 | $3,094 | $49,915-93.8% | $154,803-98.0% | $74,304-95.8% |
| Participation rate | 58.5% | 54.0%+4.5pp | 78.1%-19.6pp | 60.3%-1.9pp |
| Annual return | 84.51% | 34.06%+50.4pp | 58.88%+25.6pp | 29.43%+55.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $639 | $2,255-71.7% | $5,540-88.5% | $3,767-83.1% |
| Admin fee / account holder | $162 | $2,189-92.6% | $14,329-98.9% | $2,969-94.5% |