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 | $364,536 | $74,888+386.8% | $71,209+411.9% | $142,382+156.0% |
| Participation rate | 15.0% | 76.2%-61.2pp | 73.8%-58.8pp | 80.1%-65.1pp |
| Annual return | 18.73% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,525 | $2,854+93.6% | $2,721+103.0% | $4,299+28.5% |
| Participant deferral / active EE | $4,521 | $4,454+1.5% | $4,175+8.3% | $6,507-30.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |