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 | $424,868 | $124,281+241.9% | $109,143+289.3% | $167,490+153.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 17.51% | 26.04%-8.5pp | 25.75%-8.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,438 | $4,207-65.8% | $3,722-61.4% | $4,837-70.3% |
| Participant deferral / active EE | $9,695 | $5,255+84.5% | $4,653+108.4% | $6,341+52.9% |
| Admin fee / account holder | $100 | $7,970-98.7% | $6,752-98.5% | $12,309-99.2% |