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 | $367,376 | $70,756+419.2% | $65,493+460.9% | $142,382+158.0% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 25.15% | 1754.89%-1729.7pp | 982.45%-957.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,440 | $2,881-50.0% | $2,574-44.1% | $4,299-66.5% |
| Participant deferral / active EE | $10,333 | $4,637+122.8% | $3,961+160.9% | $6,507+58.8% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |