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 4-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 | $8,539 | $202,432-95.8% | $169,368-95.0% | $139,434-93.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 59.25% | 531.74%-472.5pp | 405.60%-346.4pp | 372.94%-313.7pp |
| Employer contribution / active EE | $2,390 | $4,692-49.1% | $4,013-40.4% | $4,751-49.7% |
| Participant deferral / active EE | $2,994 | $6,938-56.8% | $6,221-51.9% | $6,710-55.4% |
| Admin fee / account holder | $34 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |