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 3-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 | $3,951 | $57,541-93.1% | $95,745-95.9% | $75,163-94.7% |
| Participation rate | 48.8% | 62.5%-13.7pp | 72.3%-23.5pp | 67.2%-18.4pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $743 | $1,808-58.9% | $2,835-73.8% | $2,670-72.2% |
| Participant deferral / active EE | $1,322 | $3,074-57.0% | $4,245-68.9% | $4,125-68.0% |
| Admin fee / account holder | $50 | $4,099-98.8% | $5,678-99.1% | $5,651-99.1% |