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 | $486,535 | $100,852+382.4% | $90,404+438.2% | $158,922+206.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 36.53% | 1724.20%-1687.7pp | 1293.02%-1256.5pp | 302.83%-266.3pp |
| Employer contribution / active EE | $1,637 | $3,689-55.6% | $3,262-49.8% | $4,761-65.6% |
| Participant deferral / active EE | $13,360 | $4,348+207.3% | $3,963+237.1% | $5,982+123.3% |
| Admin fee / account holder | $25 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |