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 | $264,019 | $106,515+147.9% | $96,683+173.1% | $139,434+89.4% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 17.20% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,197 | $4,103-70.8% | $3,737-68.0% | $4,751-74.8% |
| Participant deferral / active EE | $10,000 | $5,454+83.4% | $4,878+105.0% | $6,710+49.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |