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 | $18,108 | $135,635-86.6% | $110,238-83.6% | $135,375-86.6% |
| Participation rate | 27.8% | 83.5%-55.7pp | 79.8%-52.0pp | 82.6%-54.9pp |
| Annual return | 74.16% | 513.19%-439.0pp | 314.74%-240.6pp | 519.73%-445.6pp |
| Employer contribution / active EE | $1,673 | $4,906-65.9% | $3,826-56.3% | $4,779-65.0% |
| Participant deferral / active EE | $4,632 | $5,506-15.9% | $4,672-0.8% | $5,609-17.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |