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 9-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 | $63,324 | $189,613-66.6% | $167,512-62.2% | $142,382-55.5% |
| Participation rate | 25.0% | 80.1%-55.1pp | 77.1%-52.1pp | 80.1%-55.1pp |
| Annual return | 16.21% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,042 | $4,349-76.0% | $3,882-73.2% | $4,299-75.8% |
| Participant deferral / active EE | $4,571 | $6,981-34.5% | $6,405-28.6% | $6,507-29.8% |
| Admin fee / account holder | $289 | $10,528-97.3% | $9,769-97.0% | $12,624-97.7% |