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 | $20,590 | $209,411-90.2% | $178,490-88.5% | $158,922-87.0% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 29.70% | 188.75%-159.1pp | 151.07%-121.4pp | 302.83%-273.1pp |
| Employer contribution / active EE | $3,008 | $5,706-47.3% | $5,011-40.0% | $4,761-36.8% |
| Participant deferral / active EE | $7,005 | $5,954+17.7% | $5,202+34.7% | $5,982+17.1% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |