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 | $2,271,093 | $99,918+2173.0% | $81,382+2690.7% | $145,922+1456.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 26.97% | 34.32%-7.4pp | 24.73%+2.2pp | 561.29%-534.3pp |
| Employer contribution / active EE | $20,700 | $2,978+595.2% | $2,463+740.5% | $4,660+344.2% |
| Participant deferral / active EE | $30,500 | $4,605+562.3% | $3,883+685.5% | $6,688+356.1% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |