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 | $5,053 | $58,927-91.4% | $76,817-93.4% | $72,985-93.1% |
| Participation rate | 64.0% | 67.3%-3.3pp | 72.1%-8.1pp | 69.5%-5.5pp |
| Annual return | 34.34% | 2305.64%-2271.3pp | 1166.11%-1131.8pp | 81.00%-46.7pp |
| Employer contribution / active EE | $684 | $1,787-61.7% | $2,302-70.3% | $2,440-72.0% |
| Participant deferral / active EE | $1,694 | $2,690-37.0% | $3,336-49.2% | $3,607-53.0% |
| Admin fee / account holder | $5 | $4,013-99.9% | $6,420-99.9% | $5,124-99.9% |