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 | $12,122 | $113,935-89.4% | $94,224-87.1% | $125,391-90.3% |
| Participation rate | 37.5% | 82.9%-45.4pp | 78.8%-41.3pp | 83.2%-45.7pp |
| Annual return | -2.64% | 5.29%-7.9pp | 10.68%-13.3pp | 282.22%-284.9pp |
| Employer contribution / active EE | $878 | $4,727-81.4% | $3,587-75.5% | $4,866-82.0% |
| Participant deferral / active EE | $2,314 | $5,179-55.3% | $4,320-46.4% | $5,352-56.8% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |