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 | $893,845 | $104,907+752.0% | $84,611+956.4% | $152,861+484.7% |
| Participation rate | 6.7% | 74.8%-68.2pp | 68.2%-61.6pp | 82.4%-75.8pp |
| Annual return | 13.54% | 373.79%-360.2pp | 258.74%-245.2pp | 345.32%-331.8pp |
| Employer contribution / active EE | $1,618 | $3,302-51.0% | $2,652-39.0% | $4,762-66.0% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $44 | $6,241-99.3% | $4,912-99.1% | $11,596-99.6% |