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 | $9,132 | $109,327-91.6% | $89,391-89.8% | $158,922-94.3% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.0%-23.5pp | 82.0%-37.5pp |
| Annual return | 98.69% | 345.68%-247.0pp | 245.62%-146.9pp | 302.83%-204.1pp |
| Employer contribution / active EE | $1,171 | $3,170-63.1% | $2,586-54.7% | $4,761-75.4% |
| Participant deferral / active EE | $1,744 | $4,598-62.1% | $3,890-55.2% | $5,982-70.9% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |