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 | $694,117 | $96,305+620.7% | $80,569+761.5% | $139,434+397.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 18.69% | 1350.08%-1331.4pp | 935.43%-916.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,840 | $3,262-12.9% | $2,723+4.3% | $4,751-40.2% |
| Participant deferral / active EE | $15,000 | $5,232+186.7% | $4,447+237.3% | $6,710+123.5% |
| Admin fee / account holder | $120 | $6,599-98.2% | $5,377-97.8% | $11,403-98.9% |