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 6-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 | $17,729 | $73,933-76.0% | $96,683-81.7% | $75,163-76.4% |
| Participation rate | 47.2% | 66.4%-19.2pp | 74.3%-27.1pp | 67.2%-20.0pp |
| Annual return | 70.83% | 26.70%+44.1pp | 35.69%+35.1pp | 160.62%-89.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,613 | $3,659-1.3% | $4,878-25.9% | $4,125-12.4% |
| Admin fee / account holder | $78 | $5,216-98.5% | $6,730-98.8% | $5,651-98.6% |