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 | $103,469 | $189,613-45.4% | $167,512-38.2% | $142,382-27.3% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 13.04% | 2024.68%-2011.6pp | 1615.79%-1602.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $533 | $4,349-87.7% | $3,882-86.3% | $4,299-87.6% |
| Participant deferral / active EE | $6,362 | $6,981-8.9% | $6,405-0.7% | $6,507-2.2% |
| Admin fee / account holder | $17 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |