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 8-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 | $16,128 | $180,449-91.1% | $154,107-89.5% | $135,375-88.1% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | 19.87% | 888.09%-868.2pp | 735.12%-715.2pp | 519.73%-499.9pp |
| Employer contribution / active EE | $2,220 | $6,035-63.2% | $5,298-58.1% | $4,779-53.5% |
| Participant deferral / active EE | $4,350 | $5,806-25.1% | $5,081-14.4% | $5,609-22.4% |
| Admin fee / account holder | $42 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |