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 | $310,383 | $104,974+195.7% | $95,585+224.7% | $142,382+118.0% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 14.89% | 210.33%-195.4pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,508 | $2,779-45.7% | $2,527-40.3% | $4,299-64.9% |
| Participant deferral / active EE | $4,830 | $4,352+11.0% | $4,023+20.1% | $6,507-25.8% |
| Admin fee / account holder | $36 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |