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 | $279,215 | $70,756+294.6% | $65,493+326.3% | $142,382+96.1% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 16.04% | 1754.89%-1738.9pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,351 | $2,881+85.8% | $2,574+107.9% | $4,299+24.5% |
| Participant deferral / active EE | $16,743 | $4,637+261.0% | $3,961+322.7% | $6,507+157.3% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |