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 | $135,727 | $189,613-28.4% | $167,512-19.0% | $142,382-4.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 19.63% | 2024.68%-2005.1pp | 1615.79%-1596.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,703 | $4,349+31.1% | $3,882+46.9% | $4,299+32.7% |
| Participant deferral / active EE | $9,433 | $6,981+35.1% | $6,405+47.3% | $6,507+45.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |