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 | $19,436 | $183,963-89.4% | $162,163-88.0% | $152,861-87.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 27.88% | 150.76%-122.9pp | 115.59%-87.7pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,857 | $6,371-70.9% | $5,614-66.9% | $4,762-61.0% |
| Participant deferral / active EE | $5,261 | $8,034-34.5% | $7,298-27.9% | $5,850-10.1% |
| Admin fee / account holder | $250 | $13,121-98.1% | $10,843-97.7% | $11,596-97.8% |