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 | $726,328 | $121,625+497.2% | $104,607+594.3% | $158,922+357.0% |
| Participation rate | 42.9% | 77.5%-34.7pp | 74.1%-31.2pp | 82.0%-39.1pp |
| Annual return | 29.32% | 465.26%-435.9pp | 340.46%-311.1pp | 302.83%-273.5pp |
| Employer contribution / active EE | $10,723 | $3,163+239.0% | $2,681+300.0% | $4,761+125.2% |
| Participant deferral / active EE | $4,698 | $4,177+12.5% | $3,740+25.6% | $5,982-21.5% |
| Admin fee / account holder | $7 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |