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 3-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 | $9,176 | $69,010-86.7% | $159,960-94.3% | $68,494-86.6% |
| Participation rate | 46.9% | 65.4%-18.5pp | 78.0%-31.1pp | 67.9%-21.0pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $493 | $2,213-77.7% | $4,226-88.3% | $2,596-81.0% |
| Participant deferral / active EE | $3,797 | $4,212-9.9% | $6,182-38.6% | $4,027-5.7% |
| Admin fee / account holder | $22 | $4,798-99.6% | $8,698-99.8% | $5,403-99.6% |