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 | $320,564 | $171,865+86.5% | $149,718+114.1% | $147,584+117.2% |
| Participation rate | 44.4% | 88.2%-43.7pp | 87.1%-42.6pp | 82.8%-38.4pp |
| Annual return | 10.17% | 2113.22%-2103.0pp | 1501.63%-1491.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,222 | $6,275-64.6% | $5,445-59.2% | $4,876-54.4% |
| Participant deferral / active EE | $10,667 | $7,271+46.7% | $6,569+62.4% | $5,439+96.1% |
| Admin fee / account holder | $152 | $13,799-98.9% | $11,283-98.7% | $10,885-98.6% |