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 6-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 | $10,071 | $65,409-84.6% | $98,442-89.8% | $85,850-88.3% |
| Participation rate | 44.3% | 65.0%-20.7pp | 73.3%-29.1pp | 69.3%-25.1pp |
| Annual return | 43.07% | 21.76%+21.3pp | 1492.73%-1449.7pp | 318.53%-275.5pp |
| Employer contribution / active EE | $513 | $2,168-76.3% | $2,960-82.7% | $2,565-80.0% |
| Participant deferral / active EE | $2,617 | $3,166-17.3% | $4,276-38.8% | $3,952-33.8% |
| Admin fee / account holder | $49 | $4,593-98.9% | $5,949-99.2% | $6,260-99.2% |