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 | $518,732 | $126,574+309.8% | $106,213+388.4% | $145,922+255.5% |
| Participation rate | 47.1% | 77.6%-30.6pp | 75.3%-28.2pp | 80.3%-33.2pp |
| Annual return | 10.25% | 224.79%-214.5pp | 116.14%-105.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,892 | $3,730-49.3% | $3,171-40.3% | $4,660-59.4% |
| Participant deferral / active EE | $6,357 | $5,724+11.1% | $5,016+26.7% | $6,688-4.9% |
| Admin fee / account holder | $12 | $17,304-99.9% | $11,033-99.9% | $13,397-99.9% |