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 | $6,424 | $42,383-84.8% | $76,523-91.6% | $64,186-90.0% |
| Participation rate | 22.6% | 58.1%-35.6pp | 68.0%-45.4pp | 69.6%-47.0pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $505 | $1,563-67.7% | $2,647-80.9% | $2,381-78.8% |
| Participant deferral / active EE | $1,918 | $2,566-25.3% | $3,835-50.0% | $3,470-44.7% |
| Admin fee / account holder | $10 | $3,198-99.7% | $4,848-99.8% | $4,888-99.8% |