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 9-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 | $253,802 | $121,625+108.7% | $104,607+142.6% | $158,922+59.7% |
| Participation rate | 22.2% | 77.5%-55.3pp | 74.1%-51.9pp | 82.0%-59.7pp |
| Annual return | 53.98% | 465.26%-411.3pp | 340.46%-286.5pp | 302.83%-248.8pp |
| Employer contribution / active EE | $481 | $3,163-84.8% | $2,681-82.1% | $4,761-89.9% |
| Participant deferral / active EE | $2,756 | $4,177-34.0% | $3,740-26.3% | $5,982-53.9% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |