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 | $9,854 | $105,998-90.7% | $92,233-89.3% | $147,584-93.3% |
| Participation rate | 36.4% | 80.4%-44.0pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 25.73% | 50.05%-24.3pp | 176.28%-150.6pp | 578.55%-552.8pp |
| Employer contribution / active EE | $845 | $4,333-80.5% | $3,679-77.0% | $4,876-82.7% |
| Participant deferral / active EE | $1,447 | $4,478-67.7% | $3,897-62.9% | $5,439-73.4% |
| Admin fee / account holder | $50 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |