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 | $303,179 | $106,890+183.6% | $84,015+260.9% | $152,861+98.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 19.69% | 104.99%-85.3pp | 71.31%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,550 | $2,734-43.3% | $1,983-21.9% | $4,762-67.5% |
| Participant deferral / active EE | $1,970 | $4,011-50.9% | $3,239-39.2% | $5,850-66.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |