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 | $58,512-100.0% | $84,015-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 61.2%-61.2pp | 69.0%-69.0pp | 69.5%-69.5pp |
| Annual return | 20.13% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $526 | $1,163-54.7% | $1,983-73.5% | $2,440-78.4% |
| Participant deferral / active EE | $2,719 | $2,394+13.6% | $3,239-16.0% | $3,607-24.6% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |