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 | $360,773 | $109,817+228.5% | $98,442+266.5% | $167,490+115.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 13.32% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,799 | $3,224-44.2% | $2,960-39.2% | $4,837-62.8% |
| Participant deferral / active EE | $7,290 | $4,673+56.0% | $4,276+70.5% | $6,341+15.0% |
| Admin fee / account holder | $15 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |