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 | $681,046 | $109,982+519.2% | $97,226+600.5% | $145,922+366.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 22.67% | 242.90%-220.2pp | 75.13%-52.5pp | 561.29%-538.6pp |
| Employer contribution / active EE | $2,645 | $3,084-14.2% | $2,729-3.1% | $4,660-43.2% |
| Participant deferral / active EE | $2,645 | $4,676-43.4% | $4,264-38.0% | $6,688-60.4% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |