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 | $4,106 | $108,642-96.2% | $74,701-94.5% | $152,861-97.3% |
| Participation rate | 14.3% | 65.3%-51.1pp | 54.5%-40.2pp | 82.4%-68.2pp |
| Annual return | 13.98% | 114.06%-100.1pp | 752.92%-738.9pp | 345.32%-331.3pp |
| Employer contribution / active EE | $138 | $1,503-90.9% | $1,084-87.3% | $4,762-97.1% |
| Participant deferral / active EE | $471 | $2,712-82.6% | $1,964-76.0% | $5,850-91.9% |
| Admin fee / account holder | $104 | $4,902-97.9% | $3,333-96.9% | $11,596-99.1% |