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 | $2,021,089 | $95,266+2021.5% | $82,389+2353.1% | $142,382+1319.5% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.5%-52.9pp | 80.1%-63.5pp |
| Annual return | 105.08% | 25.74%+79.3pp | 28.67%+76.4pp | 217.08%-112.0pp |
| Employer contribution / active EE | $2,876 | $2,991-3.8% | $2,517+14.3% | $4,299-33.1% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |