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 | $400,074 | $171,865+132.8% | $149,718+167.2% | $147,584+171.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 21.28% | 2113.22%-2091.9pp | 1501.63%-1480.3pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,163 | $6,275-65.5% | $5,445-60.3% | $4,876-55.6% |
| Participant deferral / active EE | $7,865 | $7,271+8.2% | $6,569+19.7% | $5,439+44.6% |
| Admin fee / account holder | $266 | $13,799-98.1% | $11,283-97.6% | $10,885-97.6% |