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 | $202,432-100.0% | $169,368-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 14.22% | 531.74%-517.5pp | 405.60%-391.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,551 | $4,692-24.3% | $4,013-11.5% | $4,751-25.3% |
| Participant deferral / active EE | $13,472 | $6,938+94.2% | $6,221+116.5% | $6,710+100.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |