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 | $669,139 | $150,187+345.5% | $120,354+456.0% | $145,922+358.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 16.78% | 154.07%-137.3pp | 107.15%-90.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $21,781 | $4,348+401.0% | $3,463+529.0% | $4,660+367.4% |
| Participant deferral / active EE | $4,047 | $6,173-34.4% | $4,991-18.9% | $6,688-39.5% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |