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 | $278,392 | $109,982+153.1% | $97,226+186.3% | $145,922+90.8% |
| Participation rate | 5.0% | 75.9%-70.9pp | 72.7%-67.7pp | 80.3%-75.3pp |
| Annual return | 16.16% | 242.90%-226.7pp | 75.13%-59.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $362 | $3,084-88.3% | $2,729-86.8% | $4,660-92.2% |
| Participant deferral / active EE | $1,150 | $4,676-75.4% | $4,264-73.0% | $6,688-82.8% |
| Admin fee / account holder | $120 | $6,221-98.1% | $5,654-97.9% | $13,397-99.1% |