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 | $6,181 | $116,175-94.7% | $93,606-93.4% | $152,861-96.0% |
| Participation rate | 36.8% | 78.0%-41.2pp | 75.8%-39.0pp | 82.4%-45.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $740 | $3,218-77.0% | $2,718-72.8% | $4,762-84.5% |
| Participant deferral / active EE | $1,662 | $4,603-63.9% | $4,069-59.2% | $5,850-71.6% |
| Admin fee / account holder | $27 | $10,748-99.7% | $7,888-99.7% | $11,596-99.8% |