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 | $0 | $210,648-100.0% | $177,989-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 12.59% | 385.86%-373.3pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $18,716 | $4,565+310.0% | $3,949+374.0% | $4,660+301.7% |
| Participant deferral / active EE | $24,411 | $6,958+250.8% | $6,276+288.9% | $6,688+265.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |