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 5-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 | $6,907 | $48,265-85.7% | $68,791-90.0% | $68,494-89.9% |
| Participation rate | 65.4% | 60.7%+4.7pp | 69.0%-3.6pp | 67.9%-2.5pp |
| Annual return | -18.53% | -12.71%-5.8pp | -6.38%-12.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,193 | $1,829-34.8% | $2,655-55.1% | $2,596-54.1% |
| Participant deferral / active EE | $1,831 | $2,867-36.1% | $3,941-53.5% | $4,027-54.5% |
| Admin fee / account holder | $67 | $4,355-98.5% | $4,932-98.6% | $5,403-98.8% |