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 | $264,099 | $227,553+16.1% | $189,557+39.3% | $167,490+57.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 16.64% | 78.40%-61.8pp | 64.17%-47.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,416 | $5,316-54.6% | $4,412-45.2% | $4,837-50.1% |
| Participant deferral / active EE | $11,420 | $7,002+63.1% | $6,174+85.0% | $6,341+80.1% |
| Admin fee / account holder | $269 | $11,878-97.7% | $9,807-97.3% | $12,309-97.8% |