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 7-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 | $6,092 | $171,164-96.4% | $127,761-95.2% | $152,861-96.0% |
| Participation rate | 69.6% | 83.4%-13.9pp | 79.0%-9.4pp | 82.4%-12.9pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,799 | $5,447-67.0% | $4,574-60.7% | $4,762-62.2% |
| Participant deferral / active EE | $2,549 | $7,038-63.8% | $6,021-57.7% | $5,850-56.4% |
| Admin fee / account holder | $38 | $14,530-99.7% | $9,395-99.6% | $11,596-99.7% |