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 | $555,665 | $106,543+421.5% | $91,220+509.1% | $134,475+313.2% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | 144.52% | 160.60%-16.1pp | 114.01%+30.5pp | 417.96%-273.4pp |
| Employer contribution / active EE | $2,009 | $3,331-39.7% | $2,850-29.5% | $4,740-57.6% |
| Participant deferral / active EE | $3,169 | $4,719-32.9% | $4,234-25.2% | $6,400-50.5% |
| Admin fee / account holder | $33 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |