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 | $17,091 | $70,428-75.7% | $96,562-82.3% | $85,850-80.1% |
| Participation rate | 39.0% | 61.8%-22.8pp | 69.8%-30.8pp | 69.3%-30.3pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $517 | $1,413-63.4% | $2,356-78.1% | $2,565-79.8% |
| Participant deferral / active EE | $1,376 | $2,894-52.4% | $3,849-64.2% | $3,952-65.2% |
| Admin fee / account holder | $257 | $4,997-94.9% | $6,181-95.8% | $6,260-95.9% |