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 | $168,632-100.0% | $147,614-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 0.68% | 77.65%-77.0pp | 61.98%-61.3pp | 282.22%-281.5pp |
| Employer contribution / active EE | $5,367 | $6,252-14.2% | $5,564-3.6% | $4,866+10.3% |
| Participant deferral / active EE | $4,069 | $5,507-26.1% | $4,895-16.9% | $5,352-24.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |