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 4-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 | $7,629 | $59,805-87.2% | $79,550-90.4% | $68,494-88.9% |
| Participation rate | 37.1% | 61.1%-23.9pp | 69.5%-32.3pp | 67.9%-30.7pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $654 | $1,505-56.5% | $2,413-72.9% | $2,596-74.8% |
| Participant deferral / active EE | $2,609 | $3,024-13.7% | $3,985-34.5% | $4,027-35.2% |
| Admin fee / account holder | $31 | $4,835-99.4% | $6,832-99.5% | $5,403-99.4% |