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 9-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 | $14,197 | $63,355-77.6% | $91,989-84.6% | $72,985-80.5% |
| Participation rate | 57.1% | 72.5%-15.4pp | 78.6%-21.5pp | 69.5%-12.3pp |
| Annual return | 472.14% | 35.35%+436.8pp | 69.02%+403.1pp | 81.00%+391.1pp |
| Employer contribution / active EE | $764 | $2,116-63.9% | $3,452-77.9% | $2,440-68.7% |
| Participant deferral / active EE | $2,286 | $4,883-53.2% | $5,923-61.4% | $3,607-36.6% |
| Admin fee / account holder | $285 | $4,668-93.9% | $7,743-96.3% | $5,124-94.4% |