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 8-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 | $507,926 | $101,618+399.8% | $93,063+445.8% | $137,256+270.1% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 14.13% | 223.95%-209.8pp | 34.15%-20.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,363 | $2,707-49.6% | $2,476-44.9% | $4,156-67.2% |
| Participant deferral / active EE | $4,550 | $4,279+6.3% | $3,958+15.0% | $6,407-29.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |