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 | $12,902 | $63,346-79.6% | $92,233-86.0% | $70,131-81.6% |
| Participation rate | 60.6% | 68.7%-8.1pp | 76.5%-15.9pp | 69.5%-8.9pp |
| Annual return | 146.32% | 530.12%-383.8pp | 176.28%-30.0pp | 73.14%+73.2pp |
| Employer contribution / active EE | $1,445 | $2,471-41.5% | $3,679-60.7% | $2,342-38.3% |
| Participant deferral / active EE | $2,742 | $2,854-3.9% | $3,897-29.6% | $3,332-17.7% |
| Admin fee / account holder | $18 | $3,840-99.5% | $5,194-99.6% | $4,645-99.6% |