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 7-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 | $25,277 | $189,613-86.7% | $167,512-84.9% | $142,382-82.2% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 24.28% | 2024.68%-2000.4pp | 1615.79%-1591.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $816 | $4,349-81.2% | $3,882-79.0% | $4,299-81.0% |
| Participant deferral / active EE | $1,429 | $6,981-79.5% | $6,405-77.7% | $6,507-78.0% |
| Admin fee / account holder | $192 | $10,528-98.2% | $9,769-98.0% | $12,624-98.5% |