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 | $386,739 | $115,708+234.2% | $65,255+492.7% | $139,434+177.4% |
| Participation rate | 57.1% | 67.8%-10.7pp | 65.0%-7.8pp | 80.3%-23.2pp |
| Annual return | 25.94% | 31.19%-5.3pp | 47.35%-21.4pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,080 | $2,599-20.0% | $1,691+23.0% | $4,751-56.2% |
| Participant deferral / active EE | $2,573 | $4,240-39.3% | $2,831-9.1% | $6,710-61.7% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |