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 | $1,300 | $22,587-94.2% | $65,255-98.0% | $75,163-98.3% |
| Participation rate | 56.6% | 63.1%-6.5pp | 65.0%-8.4pp | 67.2%-10.6pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $712 | $941-24.3% | $1,691-57.9% | $2,670-73.3% |
| Participant deferral / active EE | $1,316 | $1,695-22.4% | $2,831-53.5% | $4,125-68.1% |
| Admin fee / account holder | $109 | $1,876-94.2% | $4,112-97.4% | $5,651-98.1% |