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 | $51,544 | $189,613-72.8% | $167,512-69.2% | $142,382-63.8% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 21.43% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,775 | $4,349+9.8% | $3,882+23.0% | $4,299+11.1% |
| Participant deferral / active EE | $7,721 | $6,981+10.6% | $6,405+20.5% | $6,507+18.6% |
| Admin fee / account holder | $228 | $10,528-97.8% | $9,769-97.7% | $12,624-98.2% |