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 | $238,591 | $189,613+25.8% | $167,512+42.4% | $142,382+67.6% |
| Participation rate | 54.5% | 80.1%-25.6pp | 77.1%-22.5pp | 80.1%-25.6pp |
| Annual return | 15.42% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,169 | $4,349-73.1% | $3,882-69.9% | $4,299-72.8% |
| Participant deferral / active EE | $9,506 | $6,981+36.2% | $6,405+48.4% | $6,507+46.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |