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 | $405,188 | $48,076+742.8% | $78,689+414.9% | $62,891+544.3% |
| Participation rate | 53.1% | 65.2%-12.1pp | 73.6%-20.4pp | 69.3%-16.2pp |
| Annual return | 574.08% | 31.35%+542.7pp | 62.18%+511.9pp | 20.14%+553.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,971 | $2,588-23.8% | $3,517-44.0% | $3,203-38.5% |
| Admin fee / account holder | $18 | $3,207-99.4% | $4,510-99.6% | $4,296-99.6% |