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 | $581,586 | $85,022+584.0% | $70,515+724.8% | $139,434+317.1% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 17.88% | 30.38%-12.5pp | 32.77%-14.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $12,921 | $3,909+230.5% | $2,973+334.5% | $4,751+172.0% |
| Participant deferral / active EE | $11,513 | $5,890+95.5% | $4,567+152.1% | $6,710+71.6% |
| Admin fee / account holder | $60 | $8,906-99.3% | $6,412-99.1% | $11,403-99.5% |