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 | $19,221 | $202,318-90.5% | $172,739-88.9% | $152,861-87.4% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.4%-35.8pp |
| Annual return | 28.29% | 1029.65%-1001.4pp | 802.84%-774.5pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,656 | $5,856-71.7% | $5,143-67.8% | $4,762-65.2% |
| Participant deferral / active EE | $2,706 | $5,948-54.5% | $5,198-47.9% | $5,850-53.7% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |