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 | $1,598 | $108,642-98.5% | $74,701-97.9% | $152,861-99.0% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 26.00% | 114.06%-88.1pp | 752.92%-726.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $74 | $1,503-95.1% | $1,084-93.2% | $4,762-98.4% |
| Participant deferral / active EE | $307 | $2,712-88.7% | $1,964-84.4% | $5,850-94.8% |
| Admin fee / account holder | $35 | $4,902-99.3% | $3,333-98.9% | $11,596-99.7% |