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 3-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 | $12,320 | $189,613-93.5% | $167,512-92.6% | $142,382-91.3% |
| Participation rate | 46.2% | 80.1%-34.0pp | 77.1%-30.9pp | 80.1%-34.0pp |
| Annual return | 27.97% | 2024.68%-1996.7pp | 1615.79%-1587.8pp | 217.08%-189.1pp |
| Employer contribution / active EE | $1,653 | $4,349-62.0% | $3,882-57.4% | $4,299-61.6% |
| Participant deferral / active EE | $1,864 | $6,981-73.3% | $6,405-70.9% | $6,507-71.4% |
| Admin fee / account holder | $43 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |