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 | $367,910 | $102,604+258.6% | $86,188+326.9% | $139,434+163.9% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.0%-22.3pp | 80.3%-33.7pp |
| Annual return | 26.00% | 1922.51%-1896.5pp | 1168.45%-1142.4pp | 372.94%-346.9pp |
| Employer contribution / active EE | $3,325 | $3,032+9.7% | $2,380+39.7% | $4,751-30.0% |
| Participant deferral / active EE | $7,340 | $4,676+57.0% | $3,985+84.2% | $6,710+9.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |