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 | $426,638 | $105,126+305.8% | $94,646+350.8% | $139,434+206.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 15.86% | 38.03%-22.2pp | 156.71%-140.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $7,564 | $4,106+84.2% | $3,672+106.0% | $4,751+59.2% |
| Participant deferral / active EE | $5,775 | $7,599-24.0% | $7,418-22.1% | $6,710-13.9% |
| Admin fee / account holder | $196 | $8,984-97.8% | $7,231-97.3% | $11,403-98.3% |