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 | $402,632 | $192,717+108.9% | $142,449+182.6% | $139,434+188.8% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 13.36% | 17.99%-4.6pp | 19.99%-6.6pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,510 | $5,806-56.8% | $4,847-48.2% | $4,751-47.2% |
| Participant deferral / active EE | $15,459 | $7,208+114.5% | $6,283+146.0% | $6,710+130.4% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |