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 7-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 | $5,216 | $51,620-89.9% | $90,281-94.2% | $65,185-92.0% |
| Participation rate | 28.4% | 68.6%-40.3pp | 73.3%-44.9pp | 70.2%-41.8pp |
| Annual return | 0.00% | 24.94%-24.9pp | 78.10%-78.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $401 | $2,235-82.1% | $2,854-86.0% | $2,177-81.6% |
| Participant deferral / active EE | $1,008 | $2,871-64.9% | $3,885-74.1% | $3,514-71.3% |
| Admin fee / account holder | $37 | $384-90.4% | $5,351-99.3% | $847-95.6% |