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 4-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 | $23,012 | $81,900-71.9% | $119,609-80.8% | $68,494-66.4% |
| Participation rate | 42.6% | 71.9%-29.2pp | 79.3%-36.6pp | 67.9%-25.2pp |
| Annual return | -3.93% | -23.82%+19.9pp | -14.97%+11.0pp | -7.84%+3.9pp |
| Employer contribution / active EE | $3,993 | $2,693+48.3% | $4,232-5.6% | $2,596+53.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $59 | $6,582-99.1% | $10,323-99.4% | $5,403-98.9% |