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 8-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 | $11,645 | $107,334-89.2% | $92,893-87.5% | $152,861-92.4% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 51.75% | 145.58%-93.8pp | 109.41%-57.7pp | 345.32%-293.6pp |
| Employer contribution / active EE | $1,108 | $4,221-73.8% | $3,653-69.7% | $4,762-76.7% |
| Participant deferral / active EE | $2,230 | $4,845-54.0% | $4,236-47.4% | $5,850-61.9% |
| Admin fee / account holder | $129 | $7,079-98.2% | $5,794-97.8% | $11,596-98.9% |