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 | $43,075-100.0% | $74,583-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 58.1%-58.1pp | 68.1%-68.1pp | 69.3%-69.3pp |
| Annual return | 7.58% | 17.50%-9.9pp | 20.47%-12.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,139 | $1,498+42.8% | $2,525-15.3% | $2,281-6.2% |
| Participant deferral / active EE | $4,185 | $2,389+75.1% | $3,458+21.0% | $3,203+30.6% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |