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 5-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 | $210,408-100.0% | $153,485-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 14.04% | 13.37%+0.7pp | 15.65%-1.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,124 | $6,048-64.9% | $5,039-57.8% | $4,660-54.4% |
| Participant deferral / active EE | $5,250 | $7,975-34.2% | $6,757-22.3% | $6,688-21.5% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |