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 | $15,976 | $105,998-84.9% | $92,233-82.7% | $147,584-89.2% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.5%-32.7pp | 82.8%-39.1pp |
| Annual return | 28.86% | 50.05%-21.2pp | 176.28%-147.4pp | 578.55%-549.7pp |
| Employer contribution / active EE | $983 | $4,333-77.3% | $3,679-73.3% | $4,876-79.8% |
| Participant deferral / active EE | $1,660 | $4,478-62.9% | $3,897-57.4% | $5,439-69.5% |
| Admin fee / account holder | $190 | $6,332-97.0% | $5,194-96.3% | $10,885-98.3% |