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 | $35,758 | $189,613-81.1% | $167,512-78.7% | $142,382-74.9% |
| Participation rate | 26.7% | 80.1%-53.5pp | 77.1%-50.4pp | 80.1%-53.5pp |
| Annual return | 23.07% | 2024.68%-2001.6pp | 1615.79%-1592.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,835 | $6,981-45.1% | $6,405-40.1% | $6,507-41.1% |
| Admin fee / account holder | $115 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |