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 | $134,429 | $189,613-29.1% | $167,512-19.7% | $142,382-5.6% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 17.89% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,194 | $4,349-72.5% | $3,882-69.2% | $4,299-72.2% |
| Participant deferral / active EE | $3,031 | $6,981-56.6% | $6,405-52.7% | $6,507-53.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |