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 | $4,684 | $53,127-91.2% | $86,590-94.6% | $70,131-93.3% |
| Participation rate | 39.1% | 65.3%-26.2pp | 73.5%-34.4pp | 69.5%-30.4pp |
| Annual return | 27.48% | 27.66%-0.2pp | 964.84%-937.4pp | 73.14%-45.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,784 | $2,696-33.8% | $3,609-50.6% | $3,332-46.5% |
| Admin fee / account holder | $186 | $3,585-94.8% | $4,906-96.2% | $4,645-96.0% |