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 6-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 | $2,453 | $156,846-98.4% | $121,098-98.0% | $139,434-98.2% |
| Participation rate | 46.2% | 76.4%-30.3pp | 69.5%-23.3pp | 80.3%-34.2pp |
| Annual return | 20.40% | 1474.56%-1454.2pp | 985.75%-965.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $652 | $4,844-86.5% | $4,080-84.0% | $6,710-90.3% |
| Admin fee / account holder | $173 | $6,946-97.5% | $5,644-96.9% | $11,403-98.5% |