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 | $8,802 | $228,332-96.1% | $185,823-95.3% | $158,922-94.5% |
| Participation rate | 46.2% | 82.3%-36.1pp | 78.0%-31.9pp | 82.0%-35.8pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,225 | $4,967-75.3% | $4,087-70.0% | $4,761-74.3% |
| Participant deferral / active EE | $3,424 | $6,415-46.6% | $5,632-39.2% | $5,982-42.8% |
| Admin fee / account holder | $13 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |