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 6-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 | $5,863 | $48,046-87.8% | $84,611-93.1% | $72,985-92.0% |
| Participation rate | 17.8% | 57.6%-39.8pp | 68.2%-50.5pp | 69.5%-51.7pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $571 | $1,602-64.3% | $2,652-78.5% | $2,440-76.6% |
| Participant deferral / active EE | $924 | $2,680-65.5% | $3,899-76.3% | $3,607-74.4% |
| Admin fee / account holder | $248 | $3,395-92.7% | $4,912-95.0% | $5,124-95.2% |