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 | $350,557 | $99,652+251.8% | $78,778+345.0% | $147,584+137.5% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 8.14% | 47.28%-39.1pp | 35.62%-27.5pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,400 | $2,796-14.2% | $1,986+20.9% | $4,876-50.8% |
| Participant deferral / active EE | $6,000 | $3,664+63.8% | $2,958+102.8% | $5,439+10.3% |
| Admin fee / account holder | $20 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |