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 | $521,852 | $171,865+203.6% | $149,718+248.6% | $147,584+253.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 18.77% | 2113.22%-2094.4pp | 1501.63%-1482.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $7,739 | $6,275+23.3% | $5,445+42.1% | $4,876+58.7% |
| Participant deferral / active EE | $10,306 | $7,271+41.7% | $6,569+56.9% | $5,439+89.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |