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 8-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 | $321,782 | $185,200+73.7% | $142,863+125.2% | $167,490+92.1% |
| Participation rate | 8.3% | 78.4%-70.1pp | 71.9%-63.6pp | 82.1%-73.8pp |
| Annual return | 18.48% | 8555.70%-8537.2pp | 5637.54%-5619.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $657 | $5,604-88.3% | $4,144-84.1% | $4,837-86.4% |
| Participant deferral / active EE | $1,625 | $4,494-63.8% | $3,837-57.7% | $6,341-74.4% |
| Admin fee / account holder | $60 | $8,031-99.3% | $6,560-99.1% | $12,309-99.5% |