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 5-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 | $10,030 | $124,319-91.9% | $111,297-91.0% | $167,490-94.0% |
| Participation rate | 42.1% | 79.6%-37.5pp | 77.3%-35.2pp | 82.1%-40.0pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $727 | $3,435-78.8% | $2,731-73.4% | $4,837-85.0% |
| Participant deferral / active EE | $3,394 | $5,180-34.5% | $4,487-24.4% | $6,341-46.5% |
| Admin fee / account holder | $101 | $10,618-99.0% | $7,964-98.7% | $12,309-99.2% |