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 | $5,313 | $77,419-93.1% | $69,455-92.4% | $152,861-96.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 138.85% | 39.06%+99.8pp | 28.97%+109.9pp | 345.32%-206.5pp |
| Employer contribution / active EE | $926 | $3,315-72.1% | $2,779-66.7% | $4,762-80.6% |
| Participant deferral / active EE | $1,377 | $4,414-68.8% | $3,535-61.1% | $5,850-76.5% |
| Admin fee / account holder | $11 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |