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 | $505,730 | $100,773+401.8% | $88,946+468.6% | $142,382+255.2% |
| Participation rate | 8.3% | 74.3%-66.0pp | 68.8%-60.5pp | 80.1%-71.8pp |
| Annual return | 15.19% | 70.18%-55.0pp | 57.82%-42.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,170 | $2,918-59.9% | $2,555-54.2% | $4,299-72.8% |
| Participant deferral / active EE | $1,170 | $5,230-77.6% | $4,581-74.5% | $6,507-82.0% |
| Admin fee / account holder | $60 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |