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 | $8,098 | $73,515-89.0% | $62,995-87.1% | $147,584-94.5% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.8%-20.3pp | 82.8%-28.3pp |
| Annual return | 16.09% | 175.43%-159.3pp | 87.57%-71.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $423 | $3,320-87.3% | $2,759-84.7% | $4,876-91.3% |
| Participant deferral / active EE | $864 | $4,185-79.4% | $3,329-74.0% | $5,439-84.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |