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 | $314,866 | $109,327+188.0% | $89,391+252.2% | $158,922+98.1% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 25.99% | 345.68%-319.7pp | 245.62%-219.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,520 | $3,170-52.1% | $2,586-41.2% | $4,761-68.1% |
| Participant deferral / active EE | $6,368 | $4,598+38.5% | $3,890+63.7% | $5,982+6.4% |
| Admin fee / account holder | $17 | $6,153-99.7% | $4,881-99.7% | $11,246-99.9% |