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 | $5,551 | $104,907-94.7% | $84,611-93.4% | $152,861-96.4% |
| Participation rate | 61.9% | 74.8%-12.9pp | 68.2%-6.3pp | 82.4%-20.5pp |
| Annual return | 25.45% | 373.79%-348.3pp | 258.74%-233.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $555 | $3,302-83.2% | $2,652-79.1% | $4,762-88.3% |
| Participant deferral / active EE | $1,135 | $4,688-75.8% | $3,899-70.9% | $5,850-80.6% |
| Admin fee / account holder | $33 | $6,241-99.5% | $4,912-99.3% | $11,596-99.7% |