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 | $284,886 | $48,046+492.9% | $84,611+236.7% | $72,985+290.3% |
| Participation rate | 58.3% | 57.6%+0.8pp | 68.2%-9.9pp | 69.5%-11.2pp |
| Annual return | 31.34% | 37.38%-6.0pp | 258.74%-227.4pp | 81.00%-49.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,099 | $2,680+90.2% | $3,899+30.8% | $3,607+41.3% |
| Admin fee / account holder | $50 | $3,395-98.5% | $4,912-99.0% | $5,124-99.0% |