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 | $1,426,663 | $177,572+703.4% | $154,803+821.6% | $142,382+902.0% |
| Participation rate | 14.3% | 82.1%-67.8pp | 78.1%-63.8pp | 80.1%-65.8pp |
| Annual return | 17.93% | 65.07%-47.1pp | 58.88%-41.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $901 | $4,810-81.3% | $4,305-79.1% | $4,299-79.0% |
| Participant deferral / active EE | $3,357 | $6,272-46.5% | $5,540-39.4% | $6,507-48.4% |
| Admin fee / account holder | $120 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |