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 9-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 | $10,126 | $55,472-81.7% | $155,567-93.5% | $74,546-86.4% |
| Participation rate | 42.0% | 61.9%-19.9pp | 78.2%-36.2pp | 67.2%-25.2pp |
| Annual return | 15.52% | 268.72%-253.2pp | 64.74%-49.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $498 | $2,269-78.1% | $4,674-89.3% | $2,624-81.0% |
| Participant deferral / active EE | $2,170 | $2,838-23.5% | $5,628-61.4% | $4,347-50.1% |
| Admin fee / account holder | $277 | $1,743-84.1% | $15,916-98.3% | $1,944-85.8% |