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 7-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 | $14,932 | $73,004-79.5% | $90,749-83.5% | $68,494-78.2% |
| Participation rate | 63.0% | 70.8%-7.9pp | 75.7%-12.7pp | 67.9%-4.9pp |
| Annual return | -18.19% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,438 | $2,193-34.4% | $2,921-50.8% | $2,596-44.6% |
| Participant deferral / active EE | $3,217 | $3,627-11.3% | $4,564-29.5% | $4,027-20.1% |
| Admin fee / account holder | $86 | $5,896-98.5% | $8,445-99.0% | $5,403-98.4% |