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 10-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 | $0 | $32,117-100.0% | $71,086-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 42.7%-42.7pp | 54.7%-54.7pp | 69.6%-69.6pp |
| Annual return | -7.79% | -5.57%-2.2pp | 650.59%-658.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,584 | $712+122.3% | $1,088+45.6% | $2,381-33.5% |
| Participant deferral / active EE | $2,901 | $1,263+129.7% | $1,874+54.8% | $3,470-16.4% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |