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 5-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 | $50,385-100.0% | $75,670-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.3%-72.3pp | 69.5%-69.5pp |
| Annual return | 16.89% | 19.90%-3.0pp | 27.34%-10.5pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,202 | $1,537-21.8% | $2,352-48.9% | $2,042-41.1% |
| Participant deferral / active EE | $3,006 | $2,445+22.9% | $3,142-4.3% | $3,169-5.1% |
| Admin fee / account holder | $0 | $384-100.0% | $5,800-100.0% | $479-100.0% |