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 | $5,503 | $27,641-80.1% | $61,373-91.0% | $68,494-92.0% |
| Participation rate | 29.5% | 39.5%-10.0pp | 52.6%-23.1pp | 67.9%-38.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $341 | $695-51.0% | $1,159-70.6% | $2,596-86.9% |
| Participant deferral / active EE | $652 | $1,263-48.4% | $2,125-69.3% | $4,027-83.8% |
| Admin fee / account holder | $45 | $2,010-97.7% | $2,130-97.9% | $5,403-99.2% |