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 | $32,870 | $189,613-82.7% | $167,512-80.4% | $142,382-76.9% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 16.46% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,780 | $6,981-74.5% | $6,405-72.2% | $6,507-72.7% |
| Admin fee / account holder | $80 | $10,528-99.2% | $9,769-99.2% | $12,624-99.4% |