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 | $590,880 | $60,022+884.4% | $88,946+564.3% | $84,808+596.7% |
| Participation rate | 16.0% | 57.8%-41.8pp | 68.8%-52.8pp | 68.3%-52.3pp |
| Annual return | 16.38% | 22.43%-6.1pp | 57.82%-41.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $412 | $1,703-75.8% | $2,555-83.9% | $2,631-84.4% |
| Participant deferral / active EE | $2,813 | $3,114-9.7% | $4,581-38.6% | $4,212-33.2% |
| Admin fee / account holder | $48 | $4,811-99.0% | $8,261-99.4% | $7,344-99.3% |