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 8-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 | $13,651 | $112,096-87.8% | $95,952-85.8% | $158,922-91.4% |
| Participation rate | 52.6% | 79.0%-26.3pp | 77.1%-24.4pp | 82.0%-29.3pp |
| Annual return | 21.99% | 171.09%-149.1pp | 91.61%-69.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,828 | $4,784-40.9% | $4,167-32.1% | $5,982-52.7% |
| Admin fee / account holder | $72 | $10,130-99.3% | $6,795-98.9% | $11,246-99.4% |