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 | $102,382-100.0% | $147,005-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 77.30% | 134.89%-57.6pp | 418.76%-341.5pp | 35.62%+41.7pp |
| Employer contribution / active EE | $5,681 | $3,715+52.9% | $4,934+15.1% | $2,756+106.2% |
| Participant deferral / active EE | $4,074 | $6,646-38.7% | $8,070-49.5% | $4,297-5.2% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |