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 10-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 | $5,499 | $81,840-93.3% | $63,412-91.3% | $125,391-95.6% |
| Participation rate | 50.0% | 73.0%-23.0pp | 67.1%-17.1pp | 83.2%-33.2pp |
| Annual return | -2.53% | -0.10%-2.4pp | 4.04%-6.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $800 | $2,377-66.3% | $1,814-55.9% | $4,866-83.6% |
| Participant deferral / active EE | $1,081 | $3,064-64.7% | $2,496-56.7% | $5,352-79.8% |
| Admin fee / account holder | $264 | $4,951-94.7% | $3,753-93.0% | $9,540-97.2% |