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 | $5,063 | $52,681-90.4% | $75,781-93.3% | $59,632-91.5% |
| Participation rate | 56.9% | 67.2%-10.3pp | 75.8%-18.9pp | 68.7%-11.7pp |
| Annual return | -1.37% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,974 | $2,591-23.8% | $3,651-45.9% | $3,192-38.2% |
| Admin fee / account holder | $96 | $3,610-97.3% | $5,299-98.2% | $4,297-97.8% |