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 | $261,318 | $138,044+89.3% | $125,339+108.5% | $134,475+94.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 1.44% | 750.33%-748.9pp | 572.05%-570.6pp | 417.96%-416.5pp |
| Employer contribution / active EE | $1,040 | $5,243-80.2% | $4,814-78.4% | $4,740-78.1% |
| Participant deferral / active EE | $5,200 | $7,799-33.3% | $7,446-30.2% | $6,400-18.7% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |