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 | $6,167 | $210,648-97.1% | $177,989-96.5% | $145,922-95.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 51.69% | 385.86%-334.2pp | 294.48%-242.8pp | 561.29%-509.6pp |
| Employer contribution / active EE | $1,108 | $4,565-75.7% | $3,949-71.9% | $4,660-76.2% |
| Participant deferral / active EE | $1,922 | $6,958-72.4% | $6,276-69.4% | $6,688-71.3% |
| Admin fee / account holder | $25 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |