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 6-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 | $438,633 | $82,630+430.8% | $64,105+584.2% | $125,391+249.8% |
| Participation rate | 10.0% | 75.9%-65.9pp | 68.2%-58.2pp | 83.2%-73.2pp |
| Annual return | 3.43% | 1489.72%-1486.3pp | 791.24%-787.8pp | 282.22%-278.8pp |
| Employer contribution / active EE | $798 | $2,671-70.1% | $1,820-56.2% | $4,866-83.6% |
| Participant deferral / active EE | $1,250 | $3,608-65.4% | $2,822-55.7% | $5,352-76.6% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |