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 | $1,728,987 | $111,814+1446.3% | $103,374+1572.6% | $145,959+1084.6% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 36.56% | 24.77%+11.8pp | 24.89%+11.7pp | 561.95%-525.4pp |
| Employer contribution / active EE | $8,417 | $4,214+99.7% | $3,869+117.5% | $4,661+80.6% |
| Participant deferral / active EE | $3,833 | $5,618-31.8% | $5,058-24.2% | $6,689-42.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |