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 | $493,020 | $166,020+197.0% | $164,866+199.0% | $145,959+237.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.17% | 100.08%-87.9pp | 69.97%-57.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,827 | $5,275-46.4% | $4,343-34.9% | $4,661-39.4% |
| Participant deferral / active EE | $8,318 | $6,961+19.5% | $6,033+37.9% | $6,689+24.4% |
| Admin fee / account holder | $25 | $16,644-99.8% | $12,689-99.8% | $13,398-99.8% |