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 4-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 | $26,209 | $91,538-71.4% | $129,995-79.8% | $75,163-65.1% |
| Participation rate | 22.2% | 71.4%-49.2pp | 78.5%-56.3pp | 67.2%-45.0pp |
| Annual return | 35.17% | -631.11%+666.3pp | -137.18%+172.3pp | 160.62%-125.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,386 | $4,341-22.0% | $5,820-41.8% | $4,125-17.9% |
| Admin fee / account holder | $17 | $6,790-99.8% | $10,614-99.8% | $5,651-99.7% |