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 | $93,157 | $189,613-50.9% | $167,512-44.4% | $142,382-34.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 24.97% | 2024.68%-1999.7pp | 1615.79%-1590.8pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,195 | $4,349-49.5% | $3,882-43.5% | $4,299-49.0% |
| Participant deferral / active EE | $11,500 | $6,981+64.7% | $6,405+79.6% | $6,507+76.7% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |