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 | $9,208 | $45,152-79.6% | $73,843-87.5% | $59,632-84.6% |
| Participation rate | 25.0% | 64.0%-39.0pp | 73.4%-48.4pp | 68.7%-43.7pp |
| Annual return | -2.10% | 27.40%-29.5pp | 2267.84%-2269.9pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $750 | $2,574-70.9% | $3,583-79.1% | $3,192-76.5% |
| Admin fee / account holder | $43 | $3,516-98.8% | $4,880-99.1% | $4,297-99.0% |