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 | $252,528 | $210,648+19.9% | $177,989+41.9% | $145,922+73.1% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 23.23% | 385.86%-362.6pp | 294.48%-271.3pp | 561.29%-538.1pp |
| Employer contribution / active EE | $1,315 | $4,565-71.2% | $3,949-66.7% | $4,660-71.8% |
| Participant deferral / active EE | $7,582 | $6,958+9.0% | $6,276+20.8% | $6,688+13.4% |
| Admin fee / account holder | $1 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |