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 | $480,829 | $104,664+359.4% | $85,682+461.2% | $167,490+187.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 9.82% | 21.45%-11.6pp | 21.49%-11.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $19,100 | $3,337+472.4% | $2,618+629.5% | $4,837+294.8% |
| Participant deferral / active EE | $12,397 | $4,824+157.0% | $3,923+216.0% | $6,341+95.5% |
| Admin fee / account holder | $60 | $10,032-99.4% | $6,873-99.1% | $12,309-99.5% |