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 | $7,634 | $102,966-92.6% | $90,281-91.5% | $152,861-95.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 26.38% | 95.16%-68.8pp | 78.10%-51.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $418 | $3,139-86.7% | $2,854-85.3% | $4,762-91.2% |
| Participant deferral / active EE | $859 | $4,281-79.9% | $3,885-77.9% | $5,850-85.3% |
| Admin fee / account holder | $26 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |