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 8-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 | $7,772 | $49,280-84.2% | $67,313-88.5% | $64,186-87.9% |
| Participation rate | 46.2% | 60.8%-14.6pp | 69.1%-22.9pp | 69.6%-23.4pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $767 | $1,668-54.0% | $2,566-70.1% | $2,381-67.8% |
| Participant deferral / active EE | $1,844 | $2,484-25.8% | $3,568-48.3% | $3,470-46.9% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |