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 | $87,841-100.0% | $133,980-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 87.1%-87.1pp | 69.3%-69.3pp |
| Annual return | 6.39% | 12.05%-5.7pp | 29.30%-22.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,211 | $3,483-7.8% | $5,211-38.4% | $2,281+40.8% |
| Participant deferral / active EE | $4,528 | $4,812-5.9% | $6,282-27.9% | $3,203+41.4% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |