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 8-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 | $9,716 | $72,404-86.6% | $110,238-91.2% | $64,186-84.9% |
| Participation rate | 54.3% | 73.3%-19.0pp | 79.8%-25.5pp | 69.6%-15.2pp |
| Annual return | -6.03% | -6.29%+0.3pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $812 | $2,282-64.4% | $3,826-78.8% | $2,381-65.9% |
| Participant deferral / active EE | $1,780 | $3,469-48.7% | $4,672-61.9% | $3,470-48.7% |
| Admin fee / account holder | $147 | $5,664-97.4% | $8,547-98.3% | $4,888-97.0% |