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 | $298,432 | $118,680+151.5% | $98,907+201.7% | $158,922+87.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 7.73% | 372.35%-364.6pp | 196.43%-188.7pp | 302.83%-295.1pp |
| Employer contribution / active EE | $3,617 | $3,333+8.5% | $2,689+34.5% | $4,761-24.0% |
| Participant deferral / active EE | $7,000 | $5,088+37.6% | $4,244+64.9% | $5,982+17.0% |
| Admin fee / account holder | $34 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |