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 | $705,755 | $81,625+764.6% | $58,482+1106.8% | $139,434+406.2% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 54.17% | 7404.20%-7350.0pp | 4239.32%-4185.1pp | 372.94%-318.8pp |
| Employer contribution / active EE | $1,263 | $1,398-9.7% | $1,053+19.9% | $4,751-73.4% |
| Participant deferral / active EE | $1,359 | $2,557-46.8% | $1,924-29.4% | $6,710-79.7% |
| Admin fee / account holder | $141 | $3,265-95.7% | $2,516-94.4% | $11,403-98.8% |