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 | $351,330 | $99,640+252.6% | $86,436+306.5% | $134,475+161.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 10.83% | 6782.58%-6771.7pp | 4394.89%-4384.1pp | 417.96%-407.1pp |
| Employer contribution / active EE | $1,682 | $4,400-61.8% | $3,769-55.4% | $4,740-64.5% |
| Participant deferral / active EE | $10,656 | $7,246+47.1% | $6,952+53.3% | $6,400+66.5% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |