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 | $257,396 | $72,400+255.5% | $67,502+281.3% | $145,922+76.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 39.72% | 7182.46%-7142.7pp | 3512.12%-3472.4pp | 561.29%-521.6pp |
| Employer contribution / active EE | $2,336 | $3,069-23.9% | $2,731-14.5% | $4,660-49.9% |
| Participant deferral / active EE | $3,271 | $4,783-31.6% | $4,000-18.2% | $6,688-51.1% |
| Admin fee / account holder | $120 | $5,539-97.8% | $3,998-97.0% | $13,397-99.1% |