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 | $486,255 | $29,660+1539.5% | $56,411+762.0% | $80,856+501.4% |
| Participation rate | 14.8% | 41.6%-26.8pp | 52.5%-37.7pp | 67.6%-52.8pp |
| Annual return | 49.45% | 35.23%+14.2pp | 1701.33%-1651.9pp | 35.59%+13.9pp |
| Employer contribution / active EE | $224 | $669-66.5% | $1,039-78.4% | $2,755-91.9% |
| Participant deferral / active EE | $307 | $1,226-75.0% | $1,952-84.3% | $4,296-92.9% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |