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 | $479,822 | $95,971+400.0% | $74,550+543.6% | $135,375+254.4% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | 14.09% | 56.96%-42.9pp | 32.53%-18.4pp | 519.73%-505.6pp |
| Employer contribution / active EE | $934 | $2,716-65.6% | $1,961-52.4% | $4,779-80.4% |
| Participant deferral / active EE | $4,441 | $3,843+15.5% | $3,108+42.9% | $5,609-20.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |