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 5-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 | $185,200-100.0% | $142,863-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 71.9%-71.9pp | 82.1%-82.1pp |
| Annual return | 30.60% | 8555.70%-8525.1pp | 5637.54%-5606.9pp | 478.56%-448.0pp |
| Employer contribution / active EE | $76,000 | $5,604+1256.1% | $4,144+1734.1% | $4,837+1471.1% |
| Participant deferral / active EE | $39,000 | $4,494+767.8% | $3,837+916.4% | $6,341+515.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |