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 9-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 | $291,931 | $117,983+147.4% | $101,794+186.8% | $142,382+105.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 14.15% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,249 | $2,773-54.9% | $2,289-45.4% | $4,299-70.9% |
| Participant deferral / active EE | $6,446 | $4,714+36.7% | $4,084+57.8% | $6,507-0.9% |
| Admin fee / account holder | $88 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |