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 8-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 | $1,484 | $65,409-97.7% | $98,442-98.5% | $85,850-98.3% |
| Participation rate | 37.9% | 65.0%-27.1pp | 73.3%-35.4pp | 69.3%-31.4pp |
| Annual return | 35.39% | 21.76%+13.6pp | 1492.73%-1457.3pp | 318.53%-283.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $896 | $3,166-71.7% | $4,276-79.0% | $3,952-77.3% |
| Admin fee / account holder | $9 | $4,593-99.8% | $5,949-99.8% | $6,260-99.9% |