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 | $312,890 | $109,982+184.5% | $97,226+221.8% | $145,922+114.4% |
| Participation rate | 18.8% | 75.9%-57.2pp | 72.7%-53.9pp | 80.3%-61.5pp |
| Annual return | 12.77% | 242.90%-230.1pp | 75.13%-62.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,725 | $3,084-44.1% | $2,729-36.8% | $4,660-63.0% |
| Participant deferral / active EE | $3,813 | $4,676-18.5% | $4,264-10.6% | $6,688-43.0% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |