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 | $29,966 | $209,832-85.7% | $189,513-84.2% | $167,490-82.1% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 19.73% | 748.27%-728.5pp | 555.15%-535.4pp | 478.56%-458.8pp |
| Employer contribution / active EE | $6,019 | $6,914-12.9% | $6,162-2.3% | $4,837+24.4% |
| Participant deferral / active EE | $20,119 | $8,935+125.2% | $8,221+144.7% | $6,341+217.3% |
| Admin fee / account holder | $25 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |