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 4-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 | $7,280 | $54,350-86.6% | $82,719-91.2% | $68,494-89.4% |
| Participation rate | 44.0% | 63.9%-19.9pp | 72.6%-28.6pp | 67.9%-23.9pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,015 | $2,218-54.2% | $3,009-66.3% | $2,596-60.9% |
| Participant deferral / active EE | $2,010 | $3,246-38.1% | $4,395-54.3% | $4,027-50.1% |
| Admin fee / account holder | $24 | $4,395-99.4% | $5,329-99.5% | $5,403-99.5% |