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 | $7,299 | $105,998-93.1% | $92,233-92.1% | $147,584-95.1% |
| Participation rate | 21.1% | 80.4%-59.4pp | 76.5%-55.4pp | 82.8%-61.8pp |
| Annual return | 77.20% | 50.05%+27.2pp | 176.28%-99.1pp | 578.55%-501.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,331 | $4,478-70.3% | $3,897-65.8% | $5,439-75.5% |
| Admin fee / account holder | $200 | $6,332-96.8% | $5,194-96.2% | $10,885-98.2% |