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 | $306,089 | $30,400+906.9% | $53,898+467.9% | $84,808+260.9% |
| Participation rate | 20.3% | 46.4%-26.1pp | 55.0%-34.6pp | 68.3%-48.0pp |
| Annual return | 19.78% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $537 | $603-10.9% | $932-42.4% | $2,631-79.6% |
| Participant deferral / active EE | $2,106 | $1,199+75.7% | $1,826+15.3% | $4,212-50.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |