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 | $12,493 | $75,828-83.5% | $147,614-91.5% | $59,632-79.1% |
| Participation rate | 27.6% | 71.6%-44.0pp | 84.6%-57.0pp | 68.7%-41.1pp |
| Annual return | -0.62% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $413 | $3,485-88.1% | $5,564-92.6% | $2,203-81.2% |
| Participant deferral / active EE | $1,172 | $3,130-62.6% | $4,895-76.1% | $3,192-63.3% |
| Admin fee / account holder | $31 | $5,985-99.5% | $11,611-99.7% | $4,297-99.3% |