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 5-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 | $7,896 | $176,662-95.5% | $130,648-94.0% | $152,861-94.8% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,415 | $5,742-75.4% | $4,092-65.4% | $4,762-70.3% |
| Participant deferral / active EE | $3,445 | $4,361-21.0% | $3,603-4.4% | $5,850-41.1% |
| Admin fee / account holder | $17 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |