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 | $430,562 | $112,729+281.9% | $98,716+336.2% | $137,256+213.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 18.54% | 38.48%-19.9pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $707 | $2,725-74.1% | $2,279-69.0% | $4,156-83.0% |
| Participant deferral / active EE | $6,042 | $4,640+30.2% | $4,048+49.3% | $6,407-5.7% |
| Admin fee / account holder | $5 | $10,129-100.0% | $8,703-99.9% | $12,270-100.0% |