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 | $2,621,397 | $107,452+2339.6% | $91,541+2763.6% | $142,382+1741.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 12.97% | 22.06%-9.1pp | 20.50%-7.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $21,000 | $2,994+601.4% | $2,505+738.5% | $4,299+388.5% |
| Participant deferral / active EE | $34,750 | $4,754+630.9% | $4,008+767.1% | $6,507+434.0% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |