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 | $1,586,948 | $76,738+1968.0% | $56,411+2713.2% | $145,922+987.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 624.48% | 2994.23%-2369.7pp | 1701.33%-1076.9pp | 561.29%+63.2pp |
| Employer contribution / active EE | $665 | $1,380-51.8% | $1,039-35.9% | $4,660-85.7% |
| Participant deferral / active EE | $1,696 | $2,623-35.3% | $1,952-13.1% | $6,688-74.6% |
| Admin fee / account holder | $49 | $3,334-98.5% | $2,829-98.3% | $13,397-99.6% |