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 10-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 | $4,924 | $66,402-92.6% | $109,895-95.5% | $85,850-94.3% |
| Participation rate | 51.9% | 63.9%-12.0pp | 74.2%-22.4pp | 69.3%-17.5pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.45%-29.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $541 | $1,687-67.9% | $2,842-81.0% | $2,565-78.9% |
| Participant deferral / active EE | $1,465 | $2,842-48.5% | $4,048-63.8% | $3,952-62.9% |
| Admin fee / account holder | $9 | $4,557-99.8% | $6,066-99.9% | $6,260-99.9% |