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 4-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 | $2,030 | $42,894-95.3% | $60,874-96.7% | $68,494-97.0% |
| Participation rate | 60.0% | 66.8%-6.8pp | 73.1%-13.1pp | 67.9%-7.9pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $484 | $1,978-75.5% | $2,701-82.1% | $2,596-81.3% |
| Participant deferral / active EE | $1,235 | $2,867-56.9% | $3,817-67.7% | $4,027-69.3% |
| Admin fee / account holder | $156 | $3,101-95.0% | $3,224-95.2% | $5,403-97.1% |