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 7-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 | $98,750-100.0% | $149,696-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.5%-82.5pp | 69.6%-69.6pp |
| Annual return | 29.94% | 27.43%+2.5pp | 276.60%-246.7pp | 31.71%-1.8pp |
| Employer contribution / active EE | $5,220 | $3,216+62.3% | $4,644+12.4% | $2,471+111.3% |
| Participant deferral / active EE | $10,408 | $5,680+83.2% | $6,842+52.1% | $3,740+178.3% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |