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 10-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 | $7,529 | $56,277-86.6% | $80,975-90.7% | $62,891-88.0% |
| Participation rate | 33.3% | 69.0%-35.6pp | 75.8%-42.5pp | 69.3%-36.0pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,949 | $4,195-53.5% | $5,696-65.8% | $3,203-39.2% |
| Admin fee / account holder | $10 | $3,741-99.7% | $5,516-99.8% | $4,296-99.8% |