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 | $95,971-100.0% | $74,550-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -7.71% | 56.96%-64.7pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,943 | $2,716+8.4% | $1,961+50.1% | $4,779-38.4% |
| Participant deferral / active EE | $5,141 | $3,843+33.8% | $3,108+65.4% | $5,609-8.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |