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 5-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 | $17,144 | $189,613-91.0% | $167,512-89.8% | $142,382-88.0% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 24.75% | 2024.68%-1999.9pp | 1615.79%-1591.0pp | 217.08%-192.3pp |
| Employer contribution / active EE | $902 | $4,349-79.3% | $3,882-76.8% | $4,299-79.0% |
| Participant deferral / active EE | $1,454 | $6,981-79.2% | $6,405-77.3% | $6,507-77.6% |
| Admin fee / account holder | $168 | $10,528-98.4% | $9,769-98.3% | $12,624-98.7% |