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 | $104,907-100.0% | $84,611-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.4%-82.4pp |
| Annual return | 29.01% | 373.79%-344.8pp | 258.74%-229.7pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,766 | $3,302-16.2% | $2,652+4.3% | $4,762-41.9% |
| Participant deferral / active EE | $12,629 | $4,688+169.4% | $3,899+223.9% | $5,850+115.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |