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 | $6,415 | $108,642-94.1% | $74,701-91.4% | $152,861-95.8% |
| Participation rate | 28.6% | 65.3%-36.8pp | 54.5%-25.9pp | 82.4%-53.9pp |
| Annual return | 17.10% | 114.06%-97.0pp | 752.92%-735.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $261 | $1,503-82.6% | $1,084-75.9% | $4,762-94.5% |
| Participant deferral / active EE | $535 | $2,712-80.3% | $1,964-72.8% | $5,850-90.9% |
| Admin fee / account holder | $22 | $4,902-99.6% | $3,333-99.3% | $11,596-99.8% |