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 9-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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,786 | $100,852+279.6% | $90,404+323.4% | $158,922+140.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 12.79% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $11,882 | $3,689+222.1% | $3,262+264.3% | $4,761+149.6% |
| Participant deferral / active EE | $5,277 | $4,348+21.4% | $3,963+33.1% | $5,982-11.8% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |