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 | $9,854 | $157,256-93.7% | $141,162-93.0% | $152,861-93.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 46.92% | 64.32%-17.4pp | 71.39%-24.5pp | 345.32%-298.4pp |
| Employer contribution / active EE | $1,997 | $5,261-62.0% | $4,735-57.8% | $4,762-58.1% |
| Participant deferral / active EE | $3,139 | $7,109-55.8% | $6,709-53.2% | $5,850-46.3% |
| Admin fee / account holder | $45 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |