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 10-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 | $1,020,147 | $138,044+639.0% | $125,339+713.9% | $134,475+658.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.49% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $20,023 | $5,243+281.9% | $4,814+316.0% | $4,740+322.5% |
| Participant deferral / active EE | $12,320 | $7,799+58.0% | $7,446+65.5% | $6,400+92.5% |
| Admin fee / account holder | $259 | $11,571-97.8% | $10,010-97.4% | $11,426-97.7% |