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 | $93,571-100.0% | $135,903-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 21.27% | 30.90%-9.6pp | 68.23%-47.0pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,586 | $3,537-26.9% | $4,856-46.8% | $2,670-3.2% |
| Participant deferral / active EE | $9,204 | $6,404+43.7% | $7,758+18.6% | $4,125+123.1% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |