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 | $354,370 | $118,849+198.2% | $96,562+267.0% | $167,490+111.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 68.04% | 50.49%+17.6pp | 37.78%+30.3pp | 478.56%-410.5pp |
| Employer contribution / active EE | $3,854 | $3,120+23.6% | $2,356+63.6% | $4,837-20.3% |
| Participant deferral / active EE | $6,194 | $4,616+34.2% | $3,849+60.9% | $6,341-2.3% |
| Admin fee / account holder | $2 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |