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 | $427,731 | $96,635+342.6% | $86,612+393.8% | $139,434+206.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 15.03% | 106.41%-91.4pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,250 | $3,263-61.7% | $3,022-58.6% | $4,751-73.7% |
| Participant deferral / active EE | $2,344 | $4,836-51.5% | $4,438-47.2% | $6,710-65.1% |
| Admin fee / account holder | $45 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |