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 6-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 | $12,090 | $171,865-93.0% | $149,718-91.9% | $147,584-91.8% |
| Participation rate | 65.2% | 88.2%-23.0pp | 87.1%-21.9pp | 82.8%-17.6pp |
| Annual return | 44.28% | 2113.22%-2068.9pp | 1501.63%-1457.3pp | 578.55%-534.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,179 | $7,271-15.0% | $6,569-5.9% | $5,439+13.6% |
| Admin fee / account holder | $11 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |