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 6-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 | $4,025 | $73,867-94.6% | $143,757-97.2% | $68,494-94.1% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -6.95% | 1.01%-8.0pp | -0.04%-6.9pp | -7.84%+0.9pp |
| Employer contribution / active EE | $547 | $3,184-82.8% | $4,951-89.0% | $2,596-78.9% |
| Participant deferral / active EE | $1,317 | $3,384-61.1% | $5,637-76.6% | $4,027-67.3% |
| Admin fee / account holder | $286 | $5,755-95.0% | $14,673-98.0% | $5,403-94.7% |