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 | $5,232 | $53,127-90.2% | $86,590-94.0% | $70,131-92.5% |
| Participation rate | 63.8% | 65.3%-1.5pp | 73.5%-9.7pp | 69.5%-5.7pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $819 | $2,068-60.4% | $2,839-71.1% | $2,342-65.0% |
| Participant deferral / active EE | $2,311 | $2,696-14.3% | $3,609-36.0% | $3,332-30.6% |
| Admin fee / account holder | $37 | $3,585-99.0% | $4,906-99.2% | $4,645-99.2% |