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 | $16,037 | $72,177-77.8% | $115,037-86.1% | $59,632-73.1% |
| Participation rate | 62.2% | 72.6%-10.4pp | 81.4%-19.2pp | 68.7%-6.5pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,452 | $2,841-48.9% | $4,608-68.5% | $2,203-34.1% |
| Participant deferral / active EE | $2,524 | $4,783-47.2% | $6,026-58.1% | $3,192-20.9% |
| Admin fee / account holder | $16 | $4,927-99.7% | $8,175-99.8% | $4,297-99.6% |