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 | $331,511 | $104,907+216.0% | $84,611+291.8% | $152,861+116.9% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.4%-44.9pp |
| Annual return | 22.79% | 373.79%-351.0pp | 258.74%-236.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $941 | $3,302-71.5% | $2,652-64.5% | $4,762-80.2% |
| Participant deferral / active EE | $5,157 | $4,688+10.0% | $3,899+32.3% | $5,850-11.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |