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 | $339,868 | $118,680+186.4% | $98,907+243.6% | $158,922+113.9% |
| Participation rate | 44.4% | 77.8%-33.4pp | 76.0%-31.6pp | 82.0%-37.5pp |
| Annual return | 23.99% | 372.35%-348.4pp | 196.43%-172.4pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,250 | $3,333-32.5% | $2,689-16.3% | $4,761-52.7% |
| Participant deferral / active EE | $6,942 | $5,088+36.4% | $4,244+63.6% | $5,982+16.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |