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 | $5,916 | $52,884-88.8% | $84,750-93.0% | $55,167-89.3% |
| Participation rate | 42.6% | 67.5%-24.9pp | 76.6%-34.0pp | 69.0%-26.4pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,080 | $2,233-51.7% | $3,574-69.8% | $1,963-45.0% |
| Participant deferral / active EE | $1,521 | $2,644-42.5% | $3,712-59.0% | $3,054-50.2% |
| Admin fee / account holder | $98 | $581-83.1% | $5,332-98.2% | $504-80.5% |