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 9-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 | $3,672 | $100,901-96.4% | $75,670-95.1% | $147,584-97.5% |
| Participation rate | 52.9% | 77.1%-24.2pp | 72.3%-19.4pp | 82.8%-29.9pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $762 | $3,253-76.6% | $2,352-67.6% | $4,876-84.4% |
| Participant deferral / active EE | $1,139 | $4,027-71.7% | $3,142-63.7% | $5,439-79.1% |
| Admin fee / account holder | $83 | $11,285-99.3% | $5,800-98.6% | $10,885-99.2% |