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 | $10,737 | $70,587-84.8% | $124,672-91.4% | $85,850-87.5% |
| Participation rate | 44.0% | 64.4%-20.4pp | 74.6%-30.6pp | 69.3%-25.3pp |
| Annual return | 23.52% | 20688.83%-20665.3pp | 5142.93%-5119.4pp | 318.53%-295.0pp |
| Employer contribution / active EE | $945 | $1,913-50.6% | $3,324-71.6% | $2,565-63.2% |
| Participant deferral / active EE | $2,011 | $2,969-32.2% | $4,614-56.4% | $3,952-49.1% |
| Admin fee / account holder | $47 | $5,282-99.1% | $7,493-99.4% | $6,260-99.2% |