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 8-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 | $58,523-100.0% | $99,443-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 73.8%-73.8pp | 69.5%-69.5pp |
| Annual return | 33.86% | 28.51%+5.4pp | 30.72%+3.1pp | 81.00%-47.1pp |
| Employer contribution / active EE | $1,336 | $1,512-11.6% | $2,540-47.4% | $2,440-45.2% |
| Participant deferral / active EE | $1,940 | $2,606-25.5% | $3,619-46.4% | $3,607-46.2% |
| Admin fee / account holder | $0 | $4,102-100.0% | $6,250-100.0% | $5,124-100.0% |