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 | $9,568 | $54,229-82.4% | $70,092-86.3% | $68,494-86.0% |
| Participation rate | 31.3% | 64.5%-33.1pp | 70.5%-39.1pp | 67.9%-36.5pp |
| Annual return | -19.30% | -13.87%-5.4pp | 190.73%-210.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,205 | $2,956-59.2% | $3,849-68.7% | $4,027-70.1% |
| Admin fee / account holder | $132 | $4,694-97.2% | $6,267-97.9% | $5,403-97.6% |