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 | $260,734 | $74,888+248.2% | $71,209+266.2% | $142,382+83.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 19.23% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $422 | $2,854-85.2% | $2,721-84.5% | $4,299-90.2% |
| Participant deferral / active EE | $1,831 | $4,454-58.9% | $4,175-56.2% | $6,507-71.9% |
| Admin fee / account holder | $73 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |