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 | $631,907 | $175,202+260.7% | $149,673+322.2% | $139,434+353.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 25.86% | 166.71%-140.9pp | 134.42%-108.6pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,351 | $5,474-57.1% | $4,818-51.2% | $4,751-50.5% |
| Participant deferral / active EE | $4,380 | $6,519-32.8% | $5,680-22.9% | $6,710-34.7% |
| Admin fee / account holder | $40 | $16,150-99.8% | $13,210-99.7% | $11,403-99.6% |