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 6-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 | $51,389 | $189,613-72.9% | $167,512-69.3% | $142,382-63.9% |
| Participation rate | 54.5% | 80.1%-25.6pp | 77.1%-22.5pp | 80.1%-25.6pp |
| Annual return | 18.75% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,049 | $4,349-75.9% | $3,882-73.0% | $4,299-75.6% |
| Participant deferral / active EE | $4,529 | $6,981-35.1% | $6,405-29.3% | $6,507-30.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |