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 | $267,366 | $201,272+32.8% | $184,203+45.1% | $145,922+83.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 23.31% | 29.00%-5.7pp | 28.81%-5.5pp | 561.29%-538.0pp |
| Employer contribution / active EE | $4,751 | $7,022-32.3% | $6,427-26.1% | $4,660+2.0% |
| Participant deferral / active EE | $11,561 | $9,806+17.9% | $9,131+26.6% | $6,688+72.9% |
| Admin fee / account holder | $30 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |