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 | $759,561 | $91,552+729.7% | $133,956+467.0% | $79,858+851.1% |
| Participation rate | 35.2% | 73.3%-38.2pp | 79.8%-44.7pp | 69.6%-34.4pp |
| Annual return | 44.18% | 61.85%-17.7pp | 45.09%-0.9pp | 31.71%+12.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,268 | $3,733-39.3% | $5,048-55.1% | $3,740-39.4% |
| Admin fee / account holder | $173 | $6,321-97.3% | $8,927-98.1% | $5,306-96.7% |