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 4-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 | $2,949 | $93,024-96.8% | $77,024-96.2% | $134,475-97.8% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,123 | $3,418-67.2% | $2,812-60.1% | $4,740-76.3% |
| Participant deferral / active EE | $1,258 | $5,238-76.0% | $4,426-71.6% | $6,400-80.3% |
| Admin fee / account holder | $52 | $6,944-99.3% | $5,425-99.0% | $11,426-99.5% |