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 | $5,226 | $34,308-84.8% | $74,701-93.0% | $72,985-92.8% |
| Participation rate | 34.7% | 42.4%-7.7pp | 54.5%-19.8pp | 69.5%-34.8pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $713 | $692+3.2% | $1,084-34.2% | $2,440-70.8% |
| Participant deferral / active EE | $885 | $1,271-30.4% | $1,964-54.9% | $3,607-75.5% |
| Admin fee / account holder | $19 | $2,124-99.1% | $3,333-99.4% | $5,124-99.6% |