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 | $340,141 | $154,365+120.3% | $130,231+161.2% | $139,434+143.9% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 15.86% | 30.34%-14.5pp | 38.77%-22.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,758 | $5,170-27.3% | $4,126-8.9% | $4,751-20.9% |
| Participant deferral / active EE | $10,847 | $8,498+27.6% | $6,799+59.5% | $6,710+61.6% |
| Admin fee / account holder | $40 | $9,214-99.6% | $6,020-99.3% | $11,403-99.6% |