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 | $432,374 | $217,402+98.9% | $185,823+132.7% | $167,490+158.1% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 19.51% | 148.36%-128.9pp | 122.05%-102.5pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,307 | $5,873-60.7% | $5,167-55.4% | $4,837-52.3% |
| Participant deferral / active EE | $17,951 | $6,356+182.4% | $5,568+222.4% | $6,341+183.1% |
| Admin fee / account holder | $40 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |