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 | $349,922 | $118,849+194.4% | $96,562+262.4% | $167,490+108.9% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 17.78% | 50.49%-32.7pp | 37.78%-20.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,743 | $3,120-44.1% | $2,356-26.0% | $4,837-64.0% |
| Participant deferral / active EE | $9,122 | $4,616+97.6% | $3,849+137.0% | $6,341+43.9% |
| Admin fee / account holder | $4 | $8,065-100.0% | $6,181-99.9% | $12,309-100.0% |