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 8-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 | $3,783 | $101,069-96.3% | $81,478-95.4% | $147,584-97.4% |
| Participation rate | 64.3% | 74.5%-10.2pp | 68.0%-3.7pp | 82.8%-18.5pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $886 | $3,205-72.4% | $2,568-65.5% | $4,876-81.8% |
| Participant deferral / active EE | $1,463 | $4,242-65.5% | $3,537-58.6% | $5,439-73.1% |
| Admin fee / account holder | $183 | $5,812-96.8% | $4,561-96.0% | $10,885-98.3% |