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 10-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 | $7,367 | $176,662-95.8% | $130,648-94.4% | $152,861-95.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.4%-22.4pp |
| Annual return | 41.85% | 2692.24%-2650.4pp | 1708.96%-1667.1pp | 345.32%-303.5pp |
| Employer contribution / active EE | $1,080 | $5,742-81.2% | $4,092-73.6% | $4,762-77.3% |
| Participant deferral / active EE | $1,399 | $4,361-67.9% | $3,603-61.2% | $5,850-76.1% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |