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 | $6,070 | $62,672-90.3% | $185,117-96.7% | $70,131-91.3% |
| Participation rate | 36.7% | 63.8%-27.1pp | 77.3%-40.6pp | 69.5%-32.9pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,022 | $1,753-41.7% | $4,182-75.6% | $2,342-56.4% |
| Participant deferral / active EE | $1,285 | $3,272-60.7% | $5,045-74.5% | $3,332-61.4% |
| Admin fee / account holder | $138 | $3,932-96.5% | $8,159-98.3% | $4,645-97.0% |