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 5-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 | $2,275 | $37,426-93.9% | $77,482-97.1% | $79,858-97.2% |
| Participation rate | 49.3% | 41.5%+7.8pp | 54.2%-4.9pp | 69.6%-20.3pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $411 | $637-35.4% | $986-58.3% | $2,471-83.4% |
| Participant deferral / active EE | $876 | $1,260-30.5% | $1,861-52.9% | $3,740-76.6% |
| Admin fee / account holder | $97 | $2,504-96.1% | $2,858-96.6% | $5,306-98.2% |