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 8-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 | $1,864 | $104,106-98.2% | $71,086-97.4% | $135,375-98.6% |
| Participation rate | 60.0% | 65.7%-5.7pp | 54.7%+5.3pp | 82.6%-22.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $139 | $1,485-90.6% | $1,088-87.2% | $4,779-97.1% |
| Participant deferral / active EE | $1,093 | $2,527-56.8% | $1,874-41.7% | $5,609-80.5% |
| Admin fee / account holder | $2 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |