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 10-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 | $14,711 | $202,318-92.7% | $172,739-91.5% | $152,861-90.4% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 30.15% | 1029.65%-999.5pp | 802.84%-772.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,503 | $5,856-74.3% | $5,143-70.8% | $4,762-68.4% |
| Participant deferral / active EE | $2,527 | $5,948-57.5% | $5,198-51.4% | $5,850-56.8% |
| Admin fee / account holder | $171 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |