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 9-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 | $13,497 | $167,307-91.9% | $143,757-90.6% | $134,475-90.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.59% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,967 | $5,619-65.0% | $4,951-60.3% | $4,740-58.5% |
| Participant deferral / active EE | $2,458 | $6,446-61.9% | $5,637-56.4% | $6,400-61.6% |
| Admin fee / account holder | $120 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |