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 | $549,977 | $159,901+243.9% | $146,958+274.2% | $145,922+276.9% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 17.93% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,171 | $5,286-77.9% | $4,933-76.3% | $4,660-74.9% |
| Participant deferral / active EE | $7,600 | $8,428-9.8% | $8,070-5.8% | $6,688+13.6% |
| Admin fee / account holder | $51 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |