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 10-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 | $4,252 | $49,025-91.3% | $87,507-95.1% | $62,891-93.2% |
| Participation rate | 34.7% | 64.9%-30.2pp | 73.8%-39.1pp | 69.3%-34.6pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $636 | $1,372-53.6% | $2,550-75.1% | $2,281-72.1% |
| Participant deferral / active EE | $972 | $2,289-57.5% | $3,149-69.1% | $3,203-69.6% |
| Admin fee / account holder | $116 | $4,065-97.1% | $4,221-97.2% | $4,296-97.3% |