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 | $275,804 | $93,071+196.3% | $74,583+269.8% | $273,961+0.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 16.81% | 26.18%-9.4pp | 20.47%-3.7pp | 41.45%-24.6pp |
| Employer contribution / active EE | $1,546 | $3,160-51.1% | $2,525-38.8% | $4,869-68.2% |
| Participant deferral / active EE | $5,691 | $4,160+36.8% | $3,458+64.6% | $5,287+7.6% |
| Admin fee / account holder | $29 | $5,272-99.5% | $4,138-99.3% | $10,132-99.7% |