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 9-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 | $5,787 | $232,540-97.5% | $185,117-96.9% | $147,584-96.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,479 | $5,195-71.5% | $4,182-64.6% | $4,876-69.7% |
| Participant deferral / active EE | $3,270 | $5,834-43.9% | $5,045-35.2% | $5,439-39.9% |
| Admin fee / account holder | $266 | $10,275-97.4% | $8,159-96.7% | $10,885-97.6% |