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 | $5,785 | $21,287-72.8% | - | $68,494-91.6% |
| Participation rate | 6.5% | 40.3%-33.8pp | - | 67.9%-61.4pp |
| Annual return | 0.00% | -16.24%+16.2pp | - | -7.84%+7.8pp |
| Employer contribution / active EE | $134 | $1,123-88.0% | - | $2,596-94.8% |
| Participant deferral / active EE | $242 | $1,533-84.2% | - | $4,027-94.0% |
| Admin fee / account holder | $5 | $2,220-99.8% | - | $5,403-99.9% |