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 5-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 | $320,015 | $150,187+113.1% | $120,354+165.9% | $145,922+119.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 12.15% | 154.07%-141.9pp | 107.15%-95.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,240 | $4,348-25.5% | $3,463-6.4% | $4,660-30.5% |
| Participant deferral / active EE | $21,000 | $6,173+240.2% | $4,991+320.8% | $6,688+214.0% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |