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 7-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 | $16,623 | $98,750-83.2% | $149,696-88.9% | $79,858-79.2% |
| Participation rate | 28.9% | 75.8%-46.8pp | 82.5%-53.5pp | 69.6%-40.7pp |
| Annual return | 54.82% | 27.43%+27.4pp | 276.60%-221.8pp | 31.71%+23.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,442 | $5,680-21.8% | $6,842-35.1% | $3,740+18.8% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |