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 | $386,886 | $175,202+120.8% | $149,673+158.5% | $139,434+177.5% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 25.78% | 166.71%-140.9pp | 134.42%-108.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,522 | $5,474-53.9% | $4,818-47.6% | $4,751-46.9% |
| Participant deferral / active EE | $8,222 | $6,519+26.1% | $5,680+44.8% | $6,710+22.5% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |