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 | $645,315 | $150,440+329.0% | $136,294+373.5% | $147,584+337.3% |
| Participation rate | 30.0% | 84.4%-54.4pp | 81.9%-51.9pp | 82.8%-52.8pp |
| Annual return | 15.82% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,109 | $5,256-78.9% | $4,695-76.4% | $4,876-77.3% |
| Participant deferral / active EE | $7,572 | $6,630+14.2% | $6,247+21.2% | $5,439+39.2% |
| Admin fee / account holder | $226 | $10,905-97.9% | $9,243-97.6% | $10,885-97.9% |