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 | $261,896 | $88,751+195.1% | $81,812+220.1% | $145,922+79.5% |
| Participation rate | 36.8% | 75.0%-38.2pp | 72.3%-35.5pp | 80.3%-43.4pp |
| Annual return | 13.99% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,726 | $3,083-44.0% | $2,912-40.7% | $4,660-63.0% |
| Participant deferral / active EE | $3,676 | $4,643-20.8% | $4,319-14.9% | $6,688-45.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |