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 | $5,477 | $157,256-96.5% | $141,162-96.1% | $152,861-96.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,522 | $5,261-71.1% | $4,735-67.8% | $4,762-68.0% |
| Participant deferral / active EE | $2,629 | $7,109-63.0% | $6,709-60.8% | $5,850-55.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |