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 | $131,829-100.0% | $108,579-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.6%-79.6pp | 83.0%-83.0pp |
| Annual return | 3.67% | -91.57%+95.2pp | -51.70%+55.4pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,120 | $4,912-56.8% | $3,758-43.6% | $4,869-56.5% |
| Participant deferral / active EE | $3,563 | $5,127-30.5% | $4,311-17.4% | $5,287-32.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |