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 | $288,486 | $232,540+24.1% | $185,117+55.8% | $147,584+95.5% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 15.92% | 43.03%-27.1pp | 40.50%-24.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,426 | $5,834+44.4% | $5,045+67.0% | $5,439+54.9% |
| Admin fee / account holder | $19 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |