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 | $520,038 | $116,175+347.6% | $93,606+455.6% | $152,861+240.2% |
| Participation rate | 20.0% | 78.0%-58.0pp | 75.8%-55.8pp | 82.4%-62.4pp |
| Annual return | 12.15% | 35.96%-23.8pp | 32.76%-20.6pp | 345.32%-333.2pp |
| Employer contribution / active EE | $641 | $3,218-80.1% | $2,718-76.4% | $4,762-86.5% |
| Participant deferral / active EE | $3,510 | $4,603-23.7% | $4,069-13.7% | $5,850-40.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |