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 4-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 | $273,572 | $111,535+145.3% | $105,223+160.0% | $137,256+99.3% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 12.48% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,037 | $3,939-73.7% | $3,689-71.9% | $4,156-75.0% |
| Participant deferral / active EE | $5,167 | $5,500-6.1% | $5,072+1.9% | $6,407-19.4% |
| Admin fee / account holder | $300 | $9,721-96.9% | $8,859-96.6% | $12,270-97.6% |