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 6-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 | $1,094,942 | $214,378+410.8% | $200,582+445.9% | $142,382+669.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 22.05% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $35,902 | $6,841+424.8% | $6,419+459.3% | $4,299+735.1% |
| Participant deferral / active EE | $19,500 | $9,865+97.7% | $9,331+109.0% | $6,507+199.7% |
| Admin fee / account holder | $100 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |