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 | $14,589 | $85,766-83.0% | $136,294-89.3% | $70,131-79.2% |
| Participation rate | 56.8% | 74.2%-17.4pp | 81.9%-25.2pp | 69.5%-12.8pp |
| Annual return | 59.04% | 31.45%+27.6pp | 5155.94%-5096.9pp | 73.14%-14.1pp |
| Employer contribution / active EE | $2,393 | $2,966-19.3% | $4,695-49.0% | $2,342+2.2% |
| Participant deferral / active EE | $4,908 | $5,051-2.8% | $6,247-21.4% | $3,332+47.3% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |