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 4-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 | $893,327 | $88,751+906.6% | $81,812+991.9% | $145,922+512.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 51.77% | 1025.40%-973.6pp | 773.79%-722.0pp | 561.29%-509.5pp |
| Employer contribution / active EE | $1,561 | $3,083-49.4% | $2,912-46.4% | $4,660-66.5% |
| Participant deferral / active EE | $3,799 | $4,643-18.2% | $4,319-12.0% | $6,688-43.2% |
| Admin fee / account holder | $25 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |