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 3-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 | $13,243 | $159,901-91.7% | $146,958-91.0% | $145,922-90.9% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 33.97% | 98.13%-64.2pp | 418.34%-384.4pp | 561.29%-527.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,881 | $8,428-65.8% | $8,070-64.3% | $6,688-56.9% |
| Admin fee / account holder | $28 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |