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 | $12,204 | $232,540-94.8% | $185,117-93.4% | $147,584-91.7% |
| Participation rate | 57.9% | 82.4%-24.5pp | 77.3%-19.4pp | 82.8%-24.9pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $753 | $5,195-85.5% | $4,182-82.0% | $4,876-84.6% |
| Participant deferral / active EE | $891 | $5,834-84.7% | $5,045-82.3% | $5,439-83.6% |
| Admin fee / account holder | $130 | $10,275-98.7% | $8,159-98.4% | $10,885-98.8% |