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.
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 | $6,300 | $27,641-77.2% | $61,373-89.7% | $68,494-90.8% |
| Participation rate | 50.7% | 39.5%+11.3pp | 52.6%-1.8pp | 67.9%-17.1pp |
| Annual return | -19.42% | -13.24%-6.2pp | 338.61%-358.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $260 | $695-62.6% | $1,159-77.6% | $2,596-90.0% |
| Participant deferral / active EE | $815 | $1,263-35.5% | $2,125-61.7% | $4,027-79.8% |
| Admin fee / account holder | $76 | $2,010-96.2% | $2,130-96.4% | $5,403-98.6% |