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 7-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 | $300,092 | $88,710+238.3% | $81,783+266.9% | $145,959+105.6% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 24.52% | 1027.26%-1002.7pp | 775.05%-750.5pp | 561.95%-537.4pp |
| Employer contribution / active EE | $416 | $3,083-86.5% | $2,913-85.7% | $4,661-91.1% |
| Participant deferral / active EE | $2,343 | $4,645-49.6% | $4,320-45.8% | $6,689-65.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |