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 | $16,059 | $150,440-89.3% | $136,294-88.2% | $147,584-89.1% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 26.18% | 1049.08%-1022.9pp | 5155.94%-5129.8pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,362 | $5,256-74.1% | $4,695-71.0% | $4,876-72.1% |
| Participant deferral / active EE | $3,264 | $6,630-50.8% | $6,247-47.8% | $5,439-40.0% |
| Admin fee / account holder | $98 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |