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 8-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 | $7,477 | $77,813-90.4% | $123,544-93.9% | $64,186-88.4% |
| Participation rate | 53.9% | 74.7%-20.8pp | 82.3%-28.3pp | 69.6%-15.6pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,684 | $3,014-44.1% | $4,628-63.6% | $2,381-29.3% |
| Participant deferral / active EE | $2,723 | $5,240-48.0% | $6,426-57.6% | $3,470-21.5% |
| Admin fee / account holder | $134 | $5,519-97.6% | $9,284-98.6% | $4,888-97.3% |