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 | $94,685 | $189,613-50.1% | $167,512-43.5% | $142,382-33.5% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 21.42% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $7,052 | $4,349+62.2% | $3,882+81.7% | $4,299+64.0% |
| Participant deferral / active EE | $9,779 | $6,981+40.1% | $6,405+52.7% | $6,507+50.3% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |