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 | $16,325 | $226,064-92.8% | $182,532-91.1% | $152,861-89.3% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.0%-41.6pp | 82.4%-46.1pp |
| Annual return | 28.10% | 192.51%-164.4pp | 148.54%-120.4pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,192 | $4,978-76.1% | $4,076-70.8% | $4,762-75.0% |
| Participant deferral / active EE | $2,707 | $6,368-57.5% | $5,524-51.0% | $5,850-53.7% |
| Admin fee / account holder | $18 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |