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 | $13,506 | $106,890-87.4% | $84,015-83.9% | $152,861-91.2% |
| Participation rate | 69.2% | 75.2%-6.0pp | 69.0%+0.2pp | 82.4%-13.2pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,710 | $2,734-0.9% | $1,983+36.6% | $4,762-43.1% |
| Participant deferral / active EE | $5,915 | $4,011+47.5% | $3,239+82.6% | $5,850+1.1% |
| Admin fee / account holder | $55 | $8,285-99.3% | $6,101-99.1% | $11,596-99.5% |