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 3-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 | $2,726 | $27,641-90.1% | $61,373-95.6% | $68,494-96.0% |
| Participation rate | 48.6% | 39.5%+9.1pp | 52.6%-4.0pp | 67.9%-19.3pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $386 | $695-44.5% | $1,159-66.7% | $2,596-85.1% |
| Participant deferral / active EE | $543 | $1,263-57.0% | $2,125-74.4% | $4,027-86.5% |
| Admin fee / account holder | $300 | $2,010-85.1% | $2,130-85.9% | $5,403-94.5% |