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 | $6,859 | $100,852-93.2% | $90,404-92.4% | $158,922-95.7% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 18.97% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $558 | $3,689-84.9% | $3,262-82.9% | $4,761-88.3% |
| Participant deferral / active EE | $777 | $4,348-82.1% | $3,963-80.4% | $5,982-87.0% |
| Admin fee / account holder | $161 | $6,501-97.5% | $5,611-97.1% | $11,246-98.6% |