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 | $1,891 | $51,175-96.3% | $70,515-97.3% | $75,163-97.5% |
| Participation rate | 55.6% | 60.9%-5.4pp | 68.3%-12.8pp | 67.2%-11.6pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $692 | $1,826-62.1% | $2,973-76.7% | $2,670-74.1% |
| Participant deferral / active EE | $1,306 | $2,849-54.2% | $4,567-71.4% | $4,125-68.3% |
| Admin fee / account holder | $215 | $4,091-94.8% | $6,412-96.7% | $5,651-96.2% |