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 | $25,673 | $189,613-86.5% | $167,512-84.7% | $142,382-82.0% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 24.33% | 2024.68%-2000.3pp | 1615.79%-1591.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,285 | $4,349-70.5% | $3,882-66.9% | $4,299-70.1% |
| Participant deferral / active EE | $2,308 | $6,981-66.9% | $6,405-64.0% | $6,507-64.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |