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 6-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 | $229,681 | $189,613+21.1% | $167,512+37.1% | $142,382+61.3% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 20.03% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,177 | $4,349-4.0% | $3,882+7.6% | $4,299-2.8% |
| Participant deferral / active EE | $15,210 | $6,981+117.9% | $6,405+137.5% | $6,507+133.7% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |