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 4-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 | $11,819 | $99,652-88.1% | $78,778-85.0% | $147,584-92.0% |
| Participation rate | 30.8% | 76.2%-45.5pp | 69.2%-38.4pp | 82.8%-52.1pp |
| Annual return | 289.66% | 47.28%+242.4pp | 35.62%+254.0pp | 578.55%-288.9pp |
| Employer contribution / active EE | $591 | $2,796-78.9% | $1,986-70.3% | $4,876-87.9% |
| Participant deferral / active EE | $1,472 | $3,664-59.8% | $2,958-50.2% | $5,439-72.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |