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 | $8,837 | $50,958-82.7% | $74,550-88.1% | $64,186-86.2% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.1%-7.1pp | 69.6%-7.5pp |
| Annual return | 1.30% | -1.86%+3.2pp | 32.53%-31.2pp | 7.63%-6.3pp |
| Employer contribution / active EE | $382 | $1,115-65.7% | $1,961-80.5% | $2,381-84.0% |
| Participant deferral / active EE | $1,681 | $2,301-27.0% | $3,108-45.9% | $3,470-51.5% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |