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 | $171,865-100.0% | $149,718-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 10.29% | 2113.22%-2102.9pp | 1501.63%-1491.3pp | 578.55%-568.3pp |
| Employer contribution / active EE | $14,865 | $6,275+136.9% | $5,445+173.0% | $4,876+204.8% |
| Participant deferral / active EE | $8,857 | $7,271+21.8% | $6,569+34.8% | $5,439+62.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |