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 | $353,247 | $70,606+400.3% | $53,898+555.4% | $142,382+148.1% |
| Participation rate | 58.8% | 63.7%-4.9pp | 55.0%+3.9pp | 80.1%-21.3pp |
| Annual return | 17.86% | 619.81%-602.0pp | 528.60%-510.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,265 | $1,202+88.5% | $932+143.1% | $4,299-47.3% |
| Participant deferral / active EE | $11,657 | $2,364+393.1% | $1,826+538.3% | $6,507+79.1% |
| Admin fee / account holder | $183 | $2,852-93.6% | $2,491-92.6% | $12,624-98.5% |