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 | $329,932 | $104,106+216.9% | $71,086+364.1% | $135,375+143.7% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | 18.97% | 1256.30%-1237.3pp | 650.59%-631.6pp | 519.73%-500.8pp |
| Employer contribution / active EE | $1,000 | $1,485-32.7% | $1,088-8.1% | $4,779-79.1% |
| Participant deferral / active EE | $2,500 | $2,527-1.1% | $1,874+33.4% | $5,609-55.4% |
| Admin fee / account holder | $7 | $4,142-99.8% | $3,082-99.8% | $10,827-99.9% |