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 | $729,652 | $210,408+246.8% | $153,485+375.4% | $145,922+400.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.55% | 13.37%-2.8pp | 15.65%-5.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,057 | $6,048-49.5% | $5,039-39.3% | $4,660-34.4% |
| Participant deferral / active EE | $15,000 | $7,975+88.1% | $6,757+122.0% | $6,688+124.3% |
| Admin fee / account holder | $20 | $19,419-99.9% | $12,724-99.8% | $13,397-99.9% |