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 | $331,711 | $209,411+58.4% | $178,490+85.8% | $158,922+108.7% |
| Participation rate | 61.5% | 86.3%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 18.02% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,737 | $5,706-69.6% | $5,011-65.3% | $4,761-63.5% |
| Participant deferral / active EE | $4,473 | $5,954-24.9% | $5,202-14.0% | $5,982-25.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |