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 5-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 | $380,679 | $189,613+100.8% | $167,512+127.3% | $142,382+167.4% |
| Participation rate | 14.3% | 80.1%-65.8pp | 77.1%-62.8pp | 80.1%-65.8pp |
| Annual return | 16.06% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,269 | $4,349-70.8% | $3,882-67.3% | $4,299-70.5% |
| Participant deferral / active EE | $4,429 | $6,981-36.6% | $6,405-30.9% | $6,507-31.9% |
| Admin fee / account holder | $11 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |