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 | $46,573 | $189,613-75.4% | $167,512-72.2% | $142,382-67.3% |
| Participation rate | 64.7% | 80.1%-15.4pp | 77.1%-12.4pp | 80.1%-15.4pp |
| Annual return | 20.07% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,924 | $4,349-55.8% | $3,882-50.4% | $4,299-55.3% |
| Participant deferral / active EE | $4,530 | $6,981-35.1% | $6,405-29.3% | $6,507-30.4% |
| Admin fee / account holder | $15 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |