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 | $22,855 | $152,587-85.0% | $125,175-81.7% | $152,861-85.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 32.60% | 54.84%-22.2pp | 43.79%-11.2pp | 345.32%-312.7pp |
| Employer contribution / active EE | $2,881 | $4,946-41.7% | $3,865-25.5% | $4,762-39.5% |
| Participant deferral / active EE | $4,497 | $5,868-23.4% | $4,937-8.9% | $5,850-23.1% |
| Admin fee / account holder | $11 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |