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 | $338,591 | $94,338+258.9% | $100,534+236.8% | $142,382+137.8% |
| Participation rate | 25.0% | 81.7%-56.7pp | 80.6%-55.6pp | 80.1%-55.1pp |
| Annual return | 19.61% | 29.20%-9.6pp | 32.66%-13.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,321 | $4,237-45.2% | $4,346-46.6% | $4,299-46.0% |
| Participant deferral / active EE | $7,625 | $5,934+28.5% | $6,144+24.1% | $6,507+17.2% |
| Admin fee / account holder | $120 | $8,421-98.6% | $7,654-98.4% | $12,624-99.0% |