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 | $2,338 | $77,899-97.0% | $149,673-98.4% | $75,163-96.9% |
| Participation rate | 67.7% | 65.6%+2.2pp | 78.8%-11.0pp | 67.2%+0.6pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $799 | $3,137-74.5% | $4,818-83.4% | $2,670-70.1% |
| Participant deferral / active EE | $1,189 | $3,411-65.1% | $5,680-79.1% | $4,125-71.2% |
| Admin fee / account holder | $55 | $5,956-99.1% | $13,210-99.6% | $5,651-99.0% |