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 6-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 | $4,226 | $63,764-93.4% | $81,930-94.8% | $79,858-94.7% |
| Participation rate | 27.9% | 67.5%-39.6pp | 72.0%-44.1pp | 69.6%-41.7pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,084 | $2,780-61.0% | $7,107-84.7% | $3,740-71.0% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |