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 4-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 | $5,070 | $42,894-88.2% | $60,874-91.7% | $68,494-92.6% |
| Participation rate | 52.3% | 66.8%-14.5pp | 73.1%-20.8pp | 67.9%-15.6pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $928 | $1,978-53.1% | $2,701-65.6% | $2,596-64.2% |
| Participant deferral / active EE | $1,772 | $2,867-38.2% | $3,817-53.6% | $4,027-56.0% |
| Admin fee / account holder | $14 | $3,101-99.6% | $3,224-99.6% | $5,403-99.7% |