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 | $78,672-100.0% | $109,143-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 75.9%-75.9pp | 69.3%-69.3pp |
| Annual return | 16.50% | 25.09%-8.6pp | 25.75%-9.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,812 | $2,735-33.7% | $3,722-51.3% | $2,565-29.4% |
| Participant deferral / active EE | $3,621 | $3,467+4.4% | $4,653-22.2% | $3,952-8.4% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |