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 | $68,547-100.0% | $120,354-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 71.9%-71.9pp | 67.6%-67.6pp |
| Annual return | 14.08% | 23.60%-9.5pp | 107.15%-93.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,194 | $2,051+7.0% | $3,463-36.6% | $2,755-20.4% |
| Participant deferral / active EE | $3,811 | $3,173+20.1% | $4,991-23.6% | $4,296-11.3% |
| Admin fee / account holder | $0 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |