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 | $8,167 | $77,419-89.5% | $69,455-88.2% | $152,861-94.7% |
| Participation rate | 57.1% | 78.1%-21.0pp | 74.6%-17.5pp | 82.4%-25.3pp |
| Annual return | 53.45% | 39.06%+14.4pp | 28.97%+24.5pp | 345.32%-291.9pp |
| Employer contribution / active EE | $1,174 | $3,315-64.6% | $2,779-57.8% | $4,762-75.4% |
| Participant deferral / active EE | $2,164 | $4,414-51.0% | $3,535-38.8% | $5,850-63.0% |
| Admin fee / account holder | $21 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |