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 6-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 | $10,280 | $91,190-88.7% | $178,490-94.2% | $79,858-87.1% |
| Participation rate | 29.1% | 69.2%-40.1pp | 81.9%-52.8pp | 69.6%-40.5pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $562 | $3,256-82.7% | $5,011-88.8% | $2,471-77.2% |
| Participant deferral / active EE | $1,296 | $3,236-60.0% | $5,202-75.1% | $3,740-65.3% |
| Admin fee / account holder | $92 | $6,751-98.6% | $13,984-99.3% | $5,306-98.3% |