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 | $12,066 | $82,664-85.4% | $125,339-90.4% | $68,494-82.4% |
| Participation rate | 60.7% | 75.0%-14.3pp | 82.4%-21.7pp | 67.9%-7.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,998 | $3,381-40.9% | $4,814-58.5% | $2,596-23.0% |
| Participant deferral / active EE | $4,173 | $6,110-31.7% | $7,446-44.0% | $4,027+3.6% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |