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 | $58,927-100.0% | $76,817-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 67.3%-67.3pp | 72.1%-72.1pp | 69.5%-69.5pp |
| Annual return | 26.09% | 2305.64%-2279.6pp | 1166.11%-1140.0pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,456 | $1,787+93.4% | $2,302+50.1% | $2,440+41.6% |
| Participant deferral / active EE | $1,481 | $2,690-45.0% | $3,336-55.6% | $3,607-59.0% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |