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 | $20,272 | $152,587-86.7% | $125,175-83.8% | $152,861-86.7% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 47.41% | 54.84%-7.4pp | 43.79%+3.6pp | 345.32%-297.9pp |
| Employer contribution / active EE | $3,153 | $4,946-36.3% | $3,865-18.4% | $4,762-33.8% |
| Participant deferral / active EE | $4,251 | $5,868-27.6% | $4,937-13.9% | $5,850-27.3% |
| Admin fee / account holder | $17 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |