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 | $16,261 | $157,256-89.7% | $141,162-88.5% | $152,861-89.4% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.4%-27.9pp |
| Annual return | 46.03% | 64.32%-18.3pp | 71.39%-25.4pp | 345.32%-299.3pp |
| Employer contribution / active EE | $1,925 | $5,261-63.4% | $4,735-59.3% | $4,762-59.6% |
| Participant deferral / active EE | $4,919 | $7,109-30.8% | $6,709-26.7% | $5,850-15.9% |
| Admin fee / account holder | $44 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |