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 | $358,882 | $101,069+255.1% | $81,478+340.5% | $147,584+143.2% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 20.56% | 32.40%-11.8pp | 38.78%-18.2pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,463 | $3,205-54.3% | $2,568-43.0% | $4,876-70.0% |
| Participant deferral / active EE | $6,000 | $4,242+41.4% | $3,537+69.7% | $5,439+10.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |