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 | $332,658 | $102,966+223.1% | $90,281+268.5% | $152,861+117.6% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 17.07% | 95.16%-78.1pp | 78.10%-61.0pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,071 | $3,139-2.2% | $2,854+7.6% | $4,762-35.5% |
| Participant deferral / active EE | $8,011 | $4,281+87.1% | $3,885+106.2% | $5,850+36.9% |
| Admin fee / account holder | $248 | $6,171-96.0% | $5,351-95.4% | $11,596-97.9% |