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 | $7,179 | $109,817-93.5% | $98,442-92.7% | $167,490-95.7% |
| Participation rate | 64.7% | 75.8%-11.1pp | 73.3%-8.6pp | 82.1%-17.4pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $482 | $3,224-85.0% | $2,960-83.7% | $4,837-90.0% |
| Participant deferral / active EE | $3,197 | $4,673-31.6% | $4,276-25.2% | $6,341-49.6% |
| Admin fee / account holder | $282 | $6,753-95.8% | $5,949-95.3% | $12,309-97.7% |