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 | $443,190 | $183,963+140.9% | $162,163+173.3% | $152,861+189.9% |
| Participation rate | 30.0% | 88.5%-58.5pp | 87.6%-57.6pp | 82.4%-52.4pp |
| Annual return | 16.99% | 150.76%-133.8pp | 115.59%-98.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,171 | $6,371-65.9% | $5,614-61.3% | $4,762-54.4% |
| Participant deferral / active EE | $7,466 | $8,034-7.1% | $7,298+2.3% | $5,850+27.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |