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 | $1,891,593 | $210,648+798.0% | $177,989+962.8% | $145,922+1196.3% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 65.16% | 385.86%-320.7pp | 294.48%-229.3pp | 561.29%-496.1pp |
| Employer contribution / active EE | $1,445 | $4,565-68.3% | $3,949-63.4% | $4,660-69.0% |
| Participant deferral / active EE | $5,100 | $6,958-26.7% | $6,276-18.7% | $6,688-23.7% |
| Admin fee / account holder | $9 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |