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 6-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 | $5,482 | $121,625-95.5% | $104,607-94.8% | $158,922-96.6% |
| Participation rate | 68.8% | 77.5%-8.8pp | 74.1%-5.3pp | 82.0%-13.2pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,649 | $3,163-47.9% | $2,681-38.5% | $4,761-65.4% |
| Participant deferral / active EE | $2,074 | $4,177-50.4% | $3,740-44.5% | $5,982-65.3% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |