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 9-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 | $7,024 | $102,966-93.2% | $90,281-92.2% | $152,861-95.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 25.92% | 95.16%-69.2pp | 78.10%-52.2pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,471 | $3,139+42.4% | $2,854+56.6% | $4,762-6.1% |
| Participant deferral / active EE | $1,503 | $4,281-64.9% | $3,885-61.3% | $5,850-74.3% |
| Admin fee / account holder | $299 | $6,171-95.2% | $5,351-94.4% | $11,596-97.4% |