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 | $499,715 | $88,751+463.1% | $81,812+510.8% | $145,922+242.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 15.42% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,352 | $3,083-56.2% | $2,912-53.6% | $4,660-71.0% |
| Participant deferral / active EE | $1,690 | $4,643-63.6% | $4,319-60.9% | $6,688-74.7% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |