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 | $5,661 | $27,641-79.5% | $61,373-90.8% | $68,494-91.7% |
| Participation rate | 45.9% | 39.5%+6.5pp | 52.6%-6.6pp | 67.9%-21.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $666 | $695-4.3% | $1,159-42.6% | $2,596-74.4% |
| Participant deferral / active EE | $2,178 | $1,263+72.4% | $2,125+2.5% | $4,027-45.9% |
| Admin fee / account holder | $38 | $2,010-98.1% | $2,130-98.2% | $5,403-99.3% |