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 | $19,779 | $72,277-72.6% | $101,248-80.5% | $79,858-75.2% |
| Participation rate | 35.0% | 68.5%-33.5pp | 75.8%-40.8pp | 69.6%-34.6pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,254 | $2,692-53.4% | $3,660-65.7% | $2,471-49.3% |
| Participant deferral / active EE | $2,194 | $3,282-33.2% | $4,370-49.8% | $3,740-41.3% |
| Admin fee / account holder | $120 | $4,400-97.3% | $5,945-98.0% | $5,306-97.7% |