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 4-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 | $5,124 | $27,641-81.5% | $61,373-91.7% | $68,494-92.5% |
| Participation rate | 28.0% | 39.5%-11.5pp | 52.6%-24.6pp | 67.9%-39.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $199 | $695-71.3% | $1,159-82.8% | $2,596-92.3% |
| Participant deferral / active EE | $1,246 | $1,263-1.4% | $2,125-41.4% | $4,027-69.1% |
| Admin fee / account holder | $36 | $2,010-98.2% | $2,130-98.3% | $5,403-99.3% |