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 | $406,535 | $144,119+182.1% | $117,854+244.9% | $147,584+175.5% |
| Participation rate | 36.8% | 83.4%-46.6pp | 79.7%-42.8pp | 82.8%-46.0pp |
| Annual return | 26.03% | 531.15%-505.1pp | 335.08%-309.0pp | 578.55%-552.5pp |
| Employer contribution / active EE | $1,578 | $4,896-67.8% | $3,786-58.3% | $4,876-67.6% |
| Participant deferral / active EE | $5,096 | $5,316-4.1% | $4,482+13.7% | $5,439-6.3% |
| Admin fee / account holder | $19 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |