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 | $126,574-100.0% | $106,213-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 11.12% | 224.79%-213.7pp | 116.14%-105.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,745 | $3,730-26.4% | $3,171-13.5% | $4,660-41.1% |
| Participant deferral / active EE | $6,391 | $5,724+11.7% | $5,016+27.4% | $6,688-4.4% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |