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 | $8,347 | $84,233-90.1% | $170,442-95.1% | $70,131-88.1% |
| Participation rate | 39.3% | 70.8%-31.5pp | 83.6%-44.3pp | 69.5%-30.3pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,134 | $3,387-66.5% | $5,433-79.1% | $2,342-51.6% |
| Participant deferral / active EE | $2,955 | $3,086-4.2% | $4,939-40.2% | $3,332-11.3% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |