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 9-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 | $11,480 | $95,193-87.9% | $76,523-85.0% | $135,375-91.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -6.96% | 4.85%-11.8pp | -0.27%-6.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $835 | $3,302-74.7% | $2,647-68.4% | $4,779-82.5% |
| Participant deferral / active EE | $1,258 | $4,639-72.9% | $3,835-67.2% | $5,609-77.6% |
| Admin fee / account holder | $112 | $6,249-98.2% | $4,848-97.7% | $10,827-99.0% |