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 10-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 | $23,522 | $71,883-67.3% | $86,677-72.9% | $68,494-65.7% |
| Participation rate | 50.9% | 72.2%-21.3pp | 76.6%-25.7pp | 67.9%-17.0pp |
| Annual return | -10.02% | 3.52%-13.5pp | 35.91%-45.9pp | -7.84%-2.2pp |
| Employer contribution / active EE | $947 | $2,173-56.4% | $2,836-66.6% | $2,596-63.5% |
| Participant deferral / active EE | $2,326 | $3,779-38.4% | $4,656-50.0% | $4,027-42.2% |
| Admin fee / account holder | $285 | $6,112-95.3% | $7,493-96.2% | $5,403-94.7% |