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 7-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 | $10,970 | $65,041-83.1% | $90,951-87.9% | $79,858-86.3% |
| Participation rate | 39.6% | 61.6%-22.0pp | 69.0%-29.4pp | 69.6%-30.0pp |
| Annual return | 56.16% | 30.45%+25.7pp | 134.60%-78.4pp | 31.71%+24.5pp |
| Employer contribution / active EE | $261 | $1,247-79.1% | $2,122-87.7% | $2,471-89.4% |
| Participant deferral / active EE | $1,614 | $2,512-35.8% | $3,373-52.2% | $3,740-56.9% |
| Admin fee / account holder | $27 | $4,536-99.4% | $5,959-99.5% | $5,306-99.5% |