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 | $284,151 | $72,400+292.5% | $67,502+321.0% | $145,922+94.7% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.5pp | 80.3%-46.9pp |
| Annual return | 12.40% | 7182.46%-7170.1pp | 3512.12%-3499.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,440 | $3,069-53.1% | $2,731-47.3% | $4,660-69.1% |
| Participant deferral / active EE | $10,167 | $4,783+112.6% | $4,000+154.2% | $6,688+52.0% |
| Admin fee / account holder | $20 | $5,539-99.6% | $3,998-99.5% | $13,397-99.9% |