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 | $7,829 | $108,642-92.8% | $74,701-89.5% | $152,861-94.9% |
| Participation rate | 20.0% | 65.3%-45.3pp | 54.5%-34.5pp | 82.4%-62.4pp |
| Annual return | 57.37% | 114.06%-56.7pp | 752.92%-695.6pp | 345.32%-288.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,101 | $2,712-59.4% | $1,964-43.9% | $5,850-81.2% |
| Admin fee / account holder | $19 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |