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 8-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 | $423,115 | $111,724+278.7% | $93,606+352.0% | $145,922+190.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 53.39% | 202.98%-149.6pp | 133.20%-79.8pp | 561.29%-507.9pp |
| Employer contribution / active EE | $629 | $3,090-79.6% | $2,420-74.0% | $4,660-86.5% |
| Participant deferral / active EE | $11,500 | $4,912+134.1% | $4,411+160.7% | $6,688+72.0% |
| Admin fee / account holder | $7 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |