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 | $10,425 | $107,334-90.3% | $92,893-88.8% | $152,861-93.2% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 31.59% | 145.58%-114.0pp | 109.41%-77.8pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,059 | $4,221-74.9% | $3,653-71.0% | $4,762-77.8% |
| Participant deferral / active EE | $4,105 | $4,845-15.3% | $4,236-3.1% | $5,850-29.8% |
| Admin fee / account holder | $11 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |