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 | $350,748 | $107,334+226.8% | $92,893+277.6% | $152,861+129.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 32.22% | 145.58%-113.4pp | 109.41%-77.2pp | 345.32%-313.1pp |
| Employer contribution / active EE | $2,809 | $4,221-33.5% | $3,653-23.1% | $4,762-41.0% |
| Participant deferral / active EE | $6,373 | $4,845+31.5% | $4,236+50.4% | $5,850+8.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |