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 | $6,145 | $63,442-90.3% | $68,791-91.1% | $66,914-90.8% |
| Participation rate | 33.1% | 60.0%-26.9pp | 69.0%-35.9pp | 69.8%-36.7pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.38%+6.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $627 | $1,775-64.6% | $2,655-76.4% | $2,544-75.3% |
| Participant deferral / active EE | $1,478 | $2,945-49.8% | $3,941-62.5% | $4,237-65.1% |
| Admin fee / account holder | $50 | $577-91.4% | $4,932-99.0% | $593-91.7% |