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 | $6,331 | $83,477-92.4% | $125,175-94.9% | $72,985-91.3% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 487.30% | 25.78%+461.5pp | 43.79%+443.5pp | 81.00%+406.3pp |
| Employer contribution / active EE | $671 | $2,345-71.4% | $3,865-82.6% | $2,440-72.5% |
| Participant deferral / active EE | $2,824 | $3,585-21.2% | $4,937-42.8% | $3,607-21.7% |
| Admin fee / account holder | $38 | $5,517-99.3% | $9,702-99.6% | $5,124-99.3% |