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 | $24,832 | $180,449-86.2% | $154,107-83.9% | $135,375-81.7% |
| Participation rate | 65.2% | 87.4%-22.2pp | 83.0%-17.8pp | 82.6%-17.4pp |
| Annual return | 9.08% | 888.09%-879.0pp | 735.12%-726.0pp | 519.73%-510.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,441 | $5,806-58.0% | $5,081-52.0% | $5,609-56.5% |
| Admin fee / account holder | $251 | $16,143-98.4% | $13,411-98.1% | $10,827-97.7% |