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 | $31,824 | $79,184-59.8% | $102,438-68.9% | $74,546-57.3% |
| Participation rate | 47.5% | 74.8%-27.3pp | 76.5%-29.0pp | 67.2%-19.8pp |
| Annual return | 17.62% | 54.95%-37.3pp | 29.37%-11.8pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $2,172 | $2,362-8.1% | $3,024-28.2% | $2,624-17.2% |
| Participant deferral / active EE | $2,698 | $4,414-38.9% | $5,054-46.6% | $4,347-37.9% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |