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 4-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 | $40,689 | $189,613-78.5% | $167,512-75.7% | $142,382-71.4% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 17.05% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,917 | $4,349+13.1% | $3,882+26.7% | $4,299+14.4% |
| Participant deferral / active EE | $4,917 | $6,981-29.6% | $6,405-23.2% | $6,507-24.4% |
| Admin fee / account holder | $249 | $10,528-97.6% | $9,769-97.5% | $12,624-98.0% |