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 | $17,787 | $103,376-82.8% | $87,100-79.6% | $152,861-88.4% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.9%-11.7pp | 82.4%-17.2pp |
| Annual return | 59.62% | 28.10%+31.5pp | 28.19%+31.4pp | 345.32%-285.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,639 | $4,778+80.8% | $4,049+113.4% | $5,850+47.7% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |