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 | $252,601 | $109,817+130.0% | $98,442+156.6% | $167,490+50.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 15.00% | 1956.69%-1941.7pp | 1492.73%-1477.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,070 | $3,224-35.8% | $2,960-30.1% | $4,837-57.2% |
| Participant deferral / active EE | $3,602 | $4,673-22.9% | $4,276-15.8% | $6,341-43.2% |
| Admin fee / account holder | $60 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |