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 6-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 | $10,687 | $175,202-93.9% | $149,673-92.9% | $139,434-92.3% |
| Participation rate | 43.5% | 83.4%-39.9pp | 78.8%-35.3pp | 80.3%-36.8pp |
| Annual return | 26.64% | 166.71%-140.1pp | 134.42%-107.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,501 | $6,519-61.6% | $5,680-56.0% | $6,710-62.7% |
| Admin fee / account holder | $31 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |