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 8-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 | $295,602 | $99,877+196.0% | $84,966+247.9% | $145,922+102.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 23.41% | 83.76%-60.4pp | 66.38%-43.0pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,105 | $3,231-65.8% | $2,727-59.5% | $4,660-76.3% |
| Participant deferral / active EE | $10,397 | $5,291+96.5% | $4,519+130.1% | $6,688+55.5% |
| Admin fee / account holder | $15 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |