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 | $22,297 | $71,883-69.0% | $86,677-74.3% | $68,494-67.4% |
| Participation rate | 60.5% | 72.2%-11.8pp | 76.6%-16.1pp | 67.9%-7.4pp |
| Annual return | -18.79% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,744 | $2,173-19.8% | $2,836-38.5% | $2,596-32.8% |
| Participant deferral / active EE | $2,723 | $3,779-27.9% | $4,656-41.5% | $4,027-32.4% |
| Admin fee / account holder | $298 | $6,112-95.1% | $7,493-96.0% | $5,403-94.5% |