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 | $275,534 | $133,922+105.7% | $116,228+137.1% | $142,382+93.5% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.6%-39.3pp | 80.1%-44.8pp |
| Annual return | 17.66% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.4pp |
| Employer contribution / active EE | $808 | $3,446-76.6% | $2,994-73.0% | $4,299-81.2% |
| Participant deferral / active EE | $2,683 | $5,672-52.7% | $4,953-45.8% | $6,507-58.8% |
| Admin fee / account holder | $11 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |