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 3-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 | $7,520 | $79,944-90.6% | $98,439-92.4% | $75,163-90.0% |
| Participation rate | 66.2% | 70.4%-4.2pp | 75.2%-9.0pp | 67.2%-1.0pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,390 | $2,264-38.6% | $3,048-54.4% | $2,670-47.9% |
| Participant deferral / active EE | $3,547 | $3,752-5.5% | $4,738-25.1% | $4,125-14.0% |
| Admin fee / account holder | $51 | $6,840-99.3% | $8,948-99.4% | $5,651-99.1% |