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 | $10,699 | $99,957-89.3% | $149,696-92.9% | $73,488-85.4% |
| Participation rate | 44.3% | 75.7%-31.4pp | 82.5%-38.1pp | 70.7%-26.3pp |
| Annual return | 70.73% | 53.87%+16.9pp | 276.60%-205.9pp | 28.51%+42.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,633 | $6,073-40.2% | $6,842-46.9% | $3,740-2.9% |
| Admin fee / account holder | $95 | $551-82.7% | $9,309-99.0% | $513-81.5% |