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 | $6,337 | $45,035-85.9% | $62,995-89.9% | $70,131-91.0% |
| Participation rate | 21.4% | 69.5%-48.1pp | 74.8%-53.4pp | 69.5%-48.1pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $367 | $2,051-82.1% | $2,759-86.7% | $2,342-84.3% |
| Participant deferral / active EE | $907 | $2,465-63.2% | $3,329-72.8% | $3,332-72.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |