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 | $300,503 | $103,376+190.7% | $87,100+245.0% | $152,861+96.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 27.66% | 28.10%-0.4pp | 28.19%-0.5pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,379 | $3,220-57.2% | $2,521-45.3% | $4,762-71.0% |
| Participant deferral / active EE | $6,837 | $4,778+43.1% | $4,049+68.9% | $5,850+16.9% |
| Admin fee / account holder | $1 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |