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 4-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 | $9,706 | $49,173-80.3% | $121,098-92.0% | $75,163-87.1% |
| Participation rate | 23.1% | 55.4%-32.3pp | 69.5%-46.4pp | 67.2%-44.1pp |
| Annual return | 35.88% | 55.99%-20.1pp | 985.75%-949.9pp | 160.62%-124.7pp |
| Employer contribution / active EE | $363 | $1,546-76.5% | $4,164-91.3% | $2,670-86.4% |
| Participant deferral / active EE | $841 | $2,628-68.0% | $4,080-79.4% | $4,125-79.6% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,644-100.0% | $5,651-100.0% |