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 7-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 | $6,818 | $114,047-94.0% | $96,139-92.9% | $167,490-95.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 23.84% | 189.88%-166.0pp | 191.94%-168.1pp | 478.56%-454.7pp |
| Employer contribution / active EE | $1,217 | $3,427-64.5% | $2,797-56.5% | $4,837-74.8% |
| Participant deferral / active EE | $1,440 | $5,194-72.3% | $4,349-66.9% | $6,341-77.3% |
| Admin fee / account holder | $19 | $6,897-99.7% | $5,537-99.7% | $12,309-99.8% |