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 | $5,764 | $108,172-94.7% | $77,482-92.6% | $158,922-96.4% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $526 | $1,325-60.3% | $986-46.6% | $4,761-88.9% |
| Participant deferral / active EE | $1,676 | $2,456-31.8% | $1,861-10.0% | $5,982-72.0% |
| Admin fee / account holder | $79 | $3,708-97.9% | $2,858-97.2% | $11,246-99.3% |