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 | $254,052 | $72,071+252.5% | $68,368+271.6% | $137,256+85.1% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.8%-47.4pp | 80.0%-53.6pp |
| Annual return | 19.31% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,278 | $2,788-54.2% | $2,649-51.7% | $4,156-69.2% |
| Participant deferral / active EE | $3,207 | $4,410-27.3% | $4,123-22.2% | $6,407-50.0% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |