Filed April 2, 2025
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 | $13,749 | $47,848-71.3% | $81,478-83.1% | $70,131-80.4% |
| Participation rate | 25.0% | 58.3%-33.3pp | 68.0%-43.0pp | 69.5%-44.5pp |
| Annual return | 53.40% | 27.25%+26.2pp | 38.78%+14.6pp | 73.14%-19.7pp |
| Employer contribution / active EE | $831 | $1,527-45.6% | $2,568-67.6% | $2,342-64.5% |
| Participant deferral / active EE | $1,597 | $2,453-34.9% | $3,537-54.9% | $3,332-52.1% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |