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 7-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 | $3,798 | $108,172-96.5% | $77,482-95.1% | $158,922-97.6% |
| Participation rate | 23.5% | 64.4%-40.9pp | 54.2%-30.7pp | 82.0%-58.4pp |
| Annual return | 36.22% | 31.67%+4.5pp | 54.79%-18.6pp | 302.83%-266.6pp |
| Employer contribution / active EE | $268 | $1,325-79.8% | $986-72.8% | $4,761-94.4% |
| Participant deferral / active EE | $276 | $2,456-88.8% | $1,861-85.2% | $5,982-95.4% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |