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 | $618,163 | $72,071+757.7% | $68,368+804.2% | $137,256+350.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 17.70% | 353.14%-335.4pp | 292.57%-274.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,052 | $2,788+9.5% | $2,649+15.2% | $4,156-26.6% |
| Participant deferral / active EE | $7,700 | $4,410+74.6% | $4,123+86.8% | $6,407+20.2% |
| Admin fee / account holder | $24 | $5,336-99.6% | $5,150-99.5% | $12,270-99.8% |