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 | $7,963 | $59,774-86.7% | - | $134,475-94.1% |
| Participation rate | 33.3% | 67.4%-34.1pp | - | 81.2%-47.9pp |
| Annual return | 0.00% | -10.72%+10.7pp | - | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | - | $4,740-100.0% |
| Participant deferral / active EE | $2,640 | $4,131-36.1% | - | $6,400-58.7% |
| Admin fee / account holder | $36 | $4,003-99.1% | - | $11,426-99.7% |