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 10-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 | $7,540 | $99,079-92.4% | $77,999-90.3% | $273,961-97.2% |
| Participation rate | 26.3% | 78.6%-52.3pp | 75.5%-49.2pp | 83.0%-56.7pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $626 | $3,308-81.1% | $2,470-74.7% | $4,869-87.1% |
| Participant deferral / active EE | $1,461 | $4,306-66.1% | $3,497-58.2% | $5,287-72.4% |
| Admin fee / account holder | $145 | $8,954-98.4% | $5,480-97.4% | $10,132-98.6% |