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 | $777,067 | $112,096+593.2% | $95,952+709.9% | $158,922+389.0% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 53.38% | 171.09%-117.7pp | 91.61%-38.2pp | 302.83%-249.4pp |
| Employer contribution / active EE | $1,241 | $3,198-61.2% | $2,541-51.2% | $4,761-73.9% |
| Participant deferral / active EE | $9,174 | $4,784+91.8% | $4,167+120.2% | $5,982+53.4% |
| Admin fee / account holder | $10 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |