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 6-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 | $252,612 | $189,613+33.2% | $167,512+50.8% | $142,382+77.4% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 16.72% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,200 | $4,349-72.4% | $3,882-69.1% | $4,299-72.1% |
| Participant deferral / active EE | $17,800 | $6,981+155.0% | $6,405+177.9% | $6,507+173.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |