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 4-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 | $14,458 | $176,377-91.8% | $134,143-89.2% | $158,922-90.9% |
| Participation rate | 30.0% | 78.7%-48.7pp | 72.2%-42.2pp | 82.0%-52.0pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $809 | $5,040-84.0% | $3,704-78.2% | $4,761-83.0% |
| Participant deferral / active EE | $2,870 | $4,091-29.9% | $3,499-18.0% | $5,982-52.0% |
| Admin fee / account holder | $29 | $8,718-99.7% | $6,684-99.6% | $11,246-99.7% |