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 3-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 | $111,814-100.0% | $103,374-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 45.93% | 24.77%+21.2pp | 24.89%+21.0pp | 561.95%-516.0pp |
| Employer contribution / active EE | $2,525 | $4,214-40.1% | $3,869-34.7% | $4,661-45.8% |
| Participant deferral / active EE | $5,445 | $5,618-3.1% | $5,058+7.7% | $6,689-18.6% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |