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 | $28,076 | $202,318-86.1% | $172,739-83.7% | $152,861-81.6% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 31.54% | 1029.65%-998.1pp | 802.84%-771.3pp | 345.32%-313.8pp |
| Employer contribution / active EE | $2,295 | $5,856-60.8% | $5,143-55.4% | $4,762-51.8% |
| Participant deferral / active EE | $5,139 | $5,948-13.6% | $5,198-1.1% | $5,850-12.2% |
| Admin fee / account holder | $41 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |