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 | $298,316 | $100,852+195.8% | $90,404+230.0% | $158,922+87.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 20.90% | 1724.20%-1703.3pp | 1293.02%-1272.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,696 | $3,689-54.0% | $3,262-48.0% | $4,761-64.4% |
| Participant deferral / active EE | $7,130 | $4,348+64.0% | $3,963+79.9% | $5,982+19.2% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |