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 | $390,277 | $173,345+125.1% | $136,007+187.0% | $145,922+167.5% |
| Participation rate | 66.7% | 80.5%-13.8pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.36% | 1163.32%-1153.0pp | 579.32%-569.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,794 | $5,278-28.1% | $4,217-10.0% | $4,660-18.6% |
| Participant deferral / active EE | $11,092 | $8,699+27.5% | $7,025+57.9% | $6,688+65.9% |
| Admin fee / account holder | $40 | $9,954-99.6% | $6,858-99.4% | $13,397-99.7% |