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 | $15,135 | $150,440-89.9% | $136,294-88.9% | $147,584-89.7% |
| Participation rate | 56.5% | 84.4%-27.9pp | 81.9%-25.4pp | 82.8%-26.3pp |
| Annual return | 24.14% | 1049.08%-1024.9pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,088 | $5,256-60.3% | $4,695-55.5% | $4,876-57.2% |
| Participant deferral / active EE | $3,281 | $6,630-50.5% | $6,247-47.5% | $5,439-39.7% |
| Admin fee / account holder | $124 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |