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 | $290,888 | $198,466+46.6% | $170,442+70.7% | $147,584+97.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 24.68% | 257.29%-232.6pp | 205.93%-181.2pp | 578.55%-553.9pp |
| Employer contribution / active EE | $17,500 | $6,184+183.0% | $5,433+222.1% | $4,876+258.9% |
| Participant deferral / active EE | $8,308 | $5,629+47.6% | $4,939+68.2% | $5,439+52.8% |
| Admin fee / account holder | $19 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |