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 | $116,175-100.0% | $93,606-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 75.8%-75.8pp | 82.4%-82.4pp |
| Annual return | 18.25% | 35.96%-17.7pp | 32.76%-14.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,207 | $3,218-62.5% | $2,718-55.6% | $4,762-74.7% |
| Participant deferral / active EE | $3,543 | $4,603-23.0% | $4,069-12.9% | $5,850-39.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |