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 | $417,833 | $228,332+83.0% | $185,823+124.9% | $158,922+162.9% |
| Participation rate | 44.4% | 82.3%-37.9pp | 78.0%-33.6pp | 82.0%-37.5pp |
| Annual return | 17.56% | 40.80%-23.2pp | 35.95%-18.4pp | 302.83%-285.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,633 | $6,415+34.6% | $5,632+53.3% | $5,982+44.3% |
| Admin fee / account holder | $189 | $11,864-98.4% | $9,500-98.0% | $11,246-98.3% |