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.
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 | $3,796 | $27,641-86.3% | $61,373-93.8% | $68,494-94.5% |
| Participation rate | 16.0% | 39.5%-23.4pp | 52.6%-36.5pp | 67.9%-51.8pp |
| Annual return | -19.85% | -13.24%-6.6pp | 338.61%-358.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $388 | $1,263-69.2% | $2,125-81.7% | $4,027-90.4% |
| Admin fee / account holder | $11 | $2,010-99.4% | $2,130-99.5% | $5,403-99.8% |