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 | $262,287 | $91,037+188.1% | $71,671+266.0% | $147,584+77.7% |
| Participation rate | 55.0% | 76.1%-21.1pp | 68.7%-13.7pp | 82.8%-27.8pp |
| Annual return | 19.09% | 20.48%-1.4pp | 20.65%-1.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,090 | $3,327-67.2% | $2,460-55.7% | $4,876-77.6% |
| Participant deferral / active EE | $5,339 | $4,498+18.7% | $3,438+55.3% | $5,439-1.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |