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 7-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 | $17,865 | $142,344-87.4% | $119,609-85.1% | $134,475-86.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -19.66% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,425 | $5,222-72.7% | $4,232-66.3% | $4,740-69.9% |
| Participant deferral / active EE | $2,338 | $6,469-63.9% | $5,602-58.3% | $6,400-63.5% |
| Admin fee / account holder | $68 | $13,584-99.5% | $10,323-99.3% | $11,426-99.4% |