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 | $1,023,878 | $84,233+1115.5% | $170,442+500.7% | $70,131+1360.0% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 12.16% | 23.06%-10.9pp | 205.93%-193.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $2,868 | $3,387-15.3% | $5,433-47.2% | $2,342+22.5% |
| Participant deferral / active EE | $5,179 | $3,086+67.8% | $4,939+4.9% | $3,332+55.5% |
| Admin fee / account holder | $175 | $5,698-96.9% | $13,880-98.7% | $4,645-96.2% |