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 | $13,100 | $107,334-87.8% | $92,893-85.9% | $152,861-91.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 40.24% | 145.58%-105.3pp | 109.41%-69.2pp | 345.32%-305.1pp |
| Employer contribution / active EE | $1,721 | $4,221-59.2% | $3,653-52.9% | $4,762-63.9% |
| Participant deferral / active EE | $3,545 | $4,845-26.8% | $4,236-16.3% | $5,850-39.4% |
| Admin fee / account holder | $40 | $7,079-99.4% | $5,794-99.3% | $11,596-99.7% |