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 | $19,564 | $85,766-77.2% | $136,294-85.6% | $70,131-72.1% |
| Participation rate | 69.8% | 74.2%-4.4pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 83.15% | 31.45%+51.7pp | 5155.94%-5072.8pp | 73.14%+10.0pp |
| Employer contribution / active EE | $3,668 | $2,966+23.7% | $4,695-21.9% | $2,342+56.6% |
| Participant deferral / active EE | $7,321 | $5,051+44.9% | $6,247+17.2% | $3,332+119.7% |
| Admin fee / account holder | $106 | $5,420-98.0% | $9,243-98.9% | $4,645-97.7% |