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 | $62,672-100.0% | $185,117-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 63.8%-63.8pp | 77.3%-77.3pp | 69.5%-69.5pp |
| Annual return | 15.04% | 40.79%-25.8pp | 40.50%-25.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,271 | $1,753+29.5% | $4,182-45.7% | $2,342-3.0% |
| Participant deferral / active EE | $5,492 | $3,272+67.9% | $5,045+8.9% | $3,332+64.8% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |