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 | $352,550 | $156,846+124.8% | $121,098+191.1% | $139,434+152.8% |
| Participation rate | 8.7% | 76.4%-67.7pp | 69.5%-60.8pp | 80.3%-71.6pp |
| Annual return | 21.33% | 1474.56%-1453.2pp | 985.75%-964.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $282 | $5,536-94.9% | $4,164-93.2% | $4,751-94.1% |
| Participant deferral / active EE | $704 | $4,844-85.5% | $4,080-82.7% | $6,710-89.5% |
| Admin fee / account holder | $60 | $6,946-99.1% | $5,644-98.9% | $11,403-99.5% |