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 | $414,175 | $99,921+314.5% | $85,009+387.2% | $145,959+183.8% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 21.48% | 83.89%-62.4pp | 66.47%-45.0pp | 561.95%-540.5pp |
| Employer contribution / active EE | $6,027 | $3,233+86.4% | $2,728+120.9% | $4,661+29.3% |
| Participant deferral / active EE | $9,525 | $5,293+80.0% | $4,522+110.7% | $6,689+42.4% |
| Admin fee / account holder | $40 | $7,252-99.4% | $6,153-99.3% | $13,398-99.7% |