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 | $8,725 | $65,041-86.6% | $90,951-90.4% | $79,858-89.1% |
| Participation rate | 65.1% | 61.6%+3.5pp | 69.0%-3.9pp | 69.6%-4.6pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,769 | $1,247+41.9% | $2,122-16.6% | $2,471-28.4% |
| Participant deferral / active EE | $3,197 | $2,512+27.3% | $3,373-5.2% | $3,740-14.5% |
| Admin fee / account holder | $105 | $4,536-97.7% | $5,959-98.2% | $5,306-98.0% |