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 | $1,121,619 | $74,888+1397.7% | $71,209+1475.1% | $142,382+687.8% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.8%-55.6pp | 80.1%-61.9pp |
| Annual return | 134.47% | 345.14%-210.7pp | 282.51%-148.0pp | 217.08%-82.6pp |
| Employer contribution / active EE | $2,833 | $2,854-0.7% | $2,721+4.1% | $4,299-34.1% |
| Participant deferral / active EE | $3,199 | $4,454-28.2% | $4,175-23.4% | $6,507-50.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |