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 | $473,011 | $210,343+124.9% | $153,432+208.3% | $145,959+224.1% |
| Participation rate | 63.6% | 82.1%-18.5pp | 77.1%-13.4pp | 80.3%-16.6pp |
| Annual return | 10.35% | 13.38%-3.0pp | 15.66%-5.3pp | 561.95%-551.6pp |
| Employer contribution / active EE | $8,623 | $6,047+42.6% | $5,038+71.2% | $4,661+85.0% |
| Participant deferral / active EE | $8,623 | $7,977+8.1% | $6,757+27.6% | $6,689+28.9% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,725-100.0% | $13,398-100.0% |