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 | $250,453 | $37,426+569.2% | $77,482+223.2% | $79,858+213.6% |
| Participation rate | 51.4% | 41.5%+9.8pp | 54.2%-2.8pp | 69.6%-18.3pp |
| Annual return | 11.33% | 39.70%-28.4pp | 54.79%-43.5pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,091 | $637+71.3% | $986+10.6% | $2,471-55.9% |
| Participant deferral / active EE | $3,152 | $1,260+150.2% | $1,861+69.4% | $3,740-15.7% |
| Admin fee / account holder | $24 | $2,504-99.0% | $2,858-99.2% | $5,306-99.6% |