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 7-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 | $11,221 | $104,486-89.3% | $76,817-85.4% | $152,861-92.7% |
| Participation rate | 64.7% | 76.6%-11.9pp | 72.1%-7.4pp | 82.4%-17.7pp |
| Annual return | 36.03% | 1013.37%-977.3pp | 1166.11%-1130.1pp | 345.32%-309.3pp |
| Employer contribution / active EE | $1,376 | $3,116-55.8% | $2,302-40.2% | $4,762-71.1% |
| Participant deferral / active EE | $3,361 | $4,236-20.6% | $3,336+0.8% | $5,850-42.5% |
| Admin fee / account holder | $37 | $12,275-99.7% | $6,420-99.4% | $11,596-99.7% |