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 3-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 | $10,114 | $45,438-77.7% | $80,004-87.4% | $59,632-83.0% |
| Participation rate | 66.7% | 63.7%+2.9pp | 73.0%-6.3pp | 68.7%-2.0pp |
| Annual return | -1.41% | 5.10%-6.5pp | 7.63%-9.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,250 | $1,236+1.1% | $2,473-49.4% | $2,203-43.2% |
| Participant deferral / active EE | $2,715 | $2,231+21.7% | $3,204-15.3% | $3,192-14.9% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |