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 | $17,083 | $50,958-66.5% | $74,550-77.1% | $64,186-73.4% |
| Participation rate | 43.2% | 61.1%-17.9pp | 69.1%-26.0pp | 69.6%-26.4pp |
| Annual return | -6.74% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $225 | $1,115-79.9% | $1,961-88.5% | $2,381-90.6% |
| Participant deferral / active EE | $1,059 | $2,301-54.0% | $3,108-65.9% | $3,470-69.5% |
| Admin fee / account holder | $170 | $4,223-96.0% | $5,060-96.6% | $4,888-96.5% |