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.
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 | $2,239 | $27,915-92.0% | $58,482-96.2% | $75,163-97.0% |
| Participation rate | 55.6% | 38.8%+16.7pp | 50.9%+4.7pp | 67.2%-11.6pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $315 | $669-52.9% | $1,053-70.1% | $2,670-88.2% |
| Participant deferral / active EE | $919 | $1,201-23.5% | $1,924-52.2% | $4,125-77.7% |
| Admin fee / account holder | $39 | $1,726-97.7% | $2,516-98.4% | $5,651-99.3% |