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 | $282,505 | $106,515+165.2% | $96,683+192.2% | $139,434+102.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 12.25% | 38.43%-26.2pp | 35.69%-23.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,546 | $4,103-13.6% | $3,737-5.1% | $4,751-25.4% |
| Participant deferral / active EE | $4,375 | $5,454-19.8% | $4,878-10.3% | $6,710-34.8% |
| Admin fee / account holder | $45 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |