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 | $23,951 | $67,606-64.6% | $82,313-70.9% | $70,131-65.8% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,193 | $1,755-32.0% | $2,428-50.9% | $2,342-49.1% |
| Participant deferral / active EE | $2,554 | $2,987-14.5% | $3,706-31.1% | $3,332-23.3% |
| Admin fee / account holder | $190 | $4,512-95.8% | $5,608-96.6% | $4,645-95.9% |