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 | $15,191 | $118,680-87.2% | $98,907-84.6% | $158,922-90.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 25.20% | 372.35%-347.2pp | 196.43%-171.2pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,659 | $3,333-50.2% | $2,689-38.3% | $4,761-65.2% |
| Participant deferral / active EE | $1,945 | $5,088-61.8% | $4,244-54.2% | $5,982-67.5% |
| Admin fee / account holder | $2 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |