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 | $550,754 | $74,888+635.4% | $71,209+673.4% | $142,382+286.8% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 15.66% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,450 | $2,854+20.9% | $2,721+26.8% | $4,299-19.8% |
| Participant deferral / active EE | $7,625 | $4,454+71.2% | $4,175+82.6% | $6,507+17.2% |
| Admin fee / account holder | $60 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |