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 7-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 | $305,478 | $70,606+332.7% | $53,898+466.8% | $142,382+114.5% |
| Participation rate | 8.7% | 63.7%-55.0pp | 55.0%-46.3pp | 80.1%-71.4pp |
| Annual return | 22.78% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $166 | $1,202-86.2% | $932-82.1% | $4,299-96.1% |
| Participant deferral / active EE | $2,837 | $2,364+20.0% | $1,826+55.3% | $6,507-56.4% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |