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 | $97,757-100.0% | $83,848-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -6.50% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,240 | $4,222-23.2% | $3,631-10.8% | $4,779-32.2% |
| Participant deferral / active EE | $6,602 | $4,682+41.0% | $4,082+61.8% | $5,609+17.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |