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 9-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 | $5,502 | $85,202-93.5% | $172,739-96.8% | $72,985-92.5% |
| Participation rate | 18.6% | 70.1%-51.4pp | 82.6%-64.0pp | 69.5%-50.8pp |
| Annual return | 100.21% | 27.32%+72.9pp | 802.84%-702.6pp | 81.00%+19.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,006 | $3,260-69.1% | $5,198-80.6% | $3,607-72.1% |
| Admin fee / account holder | $50 | $5,884-99.2% | $13,954-99.6% | $5,124-99.0% |