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 3-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 | $9,552 | $70,669-86.5% | $169,368-94.4% | $75,163-87.3% |
| Participation rate | 44.6% | 64.8%-20.1pp | 77.1%-32.5pp | 67.2%-22.5pp |
| Annual return | 0.00% | 36.36%-36.4pp | 405.60%-405.6pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,447 | $2,211-34.6% | $4,013-63.9% | $2,670-45.8% |
| Participant deferral / active EE | $2,521 | $4,311-41.5% | $6,221-59.5% | $4,125-38.9% |
| Admin fee / account holder | $111 | $5,402-97.9% | $9,003-98.8% | $5,651-98.0% |