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 | $11,309 | $99,020-88.6% | $86,590-86.9% | $147,584-92.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 31.88% | 1312.34%-1280.5pp | 964.84%-933.0pp | 578.55%-546.7pp |
| Employer contribution / active EE | $1,148 | $3,132-63.4% | $2,839-59.6% | $4,876-76.5% |
| Participant deferral / active EE | $2,314 | $3,972-41.7% | $3,609-35.9% | $5,439-57.5% |
| Admin fee / account holder | $18 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |