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 | $1,816 | $25,979-93.0% | $71,735-97.5% | $68,494-97.3% |
| Participation rate | 68.3% | 54.5%+13.8pp | 62.3%+5.9pp | 67.9%+0.4pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $479 | $900-46.8% | $1,704-71.9% | $2,596-81.6% |
| Participant deferral / active EE | $1,000 | $1,522-34.3% | $2,658-62.4% | $4,027-75.2% |
| Admin fee / account holder | $56 | $2,022-97.2% | $3,974-98.6% | $5,403-99.0% |