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 | $327,025 | $209,411+56.2% | $178,490+83.2% | $158,922+105.8% |
| Participation rate | 54.2% | 86.3%-32.2pp | 81.9%-27.8pp | 82.0%-27.8pp |
| Annual return | 15.32% | 188.75%-173.4pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,322 | $5,706-59.3% | $5,011-53.7% | $4,761-51.2% |
| Participant deferral / active EE | $4,580 | $5,954-23.1% | $5,202-11.9% | $5,982-23.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |