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 7-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 | $10,124 | $53,777-81.2% | $134,143-92.5% | $79,858-87.3% |
| Participation rate | 30.6% | 58.8%-28.2pp | 72.2%-41.6pp | 69.6%-39.1pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,006 | $1,321+51.8% | $3,704-45.8% | $2,471-18.8% |
| Participant deferral / active EE | $2,309 | $2,420-4.6% | $3,499-34.0% | $3,740-38.3% |
| Admin fee / account holder | $12 | $3,984-99.7% | $6,684-99.8% | $5,306-99.8% |