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 | $301,943 | $165,335+82.6% | $149,696+101.7% | $158,922+90.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 19.38% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $5,464 | $5,103+7.1% | $4,644+17.7% | $4,761+14.8% |
| Participant deferral / active EE | $10,997 | $7,181+53.1% | $6,842+60.7% | $5,982+83.8% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |