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 | $54,517-100.0% | $75,972-100.0% | $74,495-100.0% |
| Participation rate | 0.0% | 60.3%-60.3pp | 69.1%-69.1pp | 67.2%-67.2pp |
| Annual return | 28.92% | 31.82%-2.9pp | 359.55%-330.6pp | 1364.94%-1336.0pp |
| Employer contribution / active EE | $4,504 | $1,777+153.4% | $2,685+67.8% | $2,623+71.7% |
| Participant deferral / active EE | $6,635 | $3,066+116.4% | $4,255+55.9% | $4,346+52.7% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |