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 | $22,354 | $72,404-69.1% | $110,238-79.7% | $64,186-65.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 1.15% | -6.29%+7.4pp | 314.74%-313.6pp | 7.63%-6.5pp |
| Employer contribution / active EE | $2,833 | $2,282+24.2% | $3,826-26.0% | $2,381+19.0% |
| Participant deferral / active EE | $3,369 | $3,469-2.9% | $4,672-27.9% | $3,470-2.9% |
| Admin fee / account holder | $38 | $5,664-99.3% | $8,547-99.6% | $4,888-99.2% |