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 | $311,655 | $209,832+48.5% | $189,513+64.5% | $167,490+86.1% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 13.35% | 748.27%-734.9pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,942 | $6,914-57.5% | $6,162-52.3% | $4,837-39.2% |
| Participant deferral / active EE | $4,104 | $8,935-54.1% | $8,221-50.1% | $6,341-35.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |