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 | $365,510 | $102,547+256.4% | $78,210+367.3% | $147,584+147.7% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 19.69% | 51.08%-31.4pp | 40.90%-21.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,242 | $2,617-52.5% | $2,034-38.9% | $4,876-74.5% |
| Participant deferral / active EE | $3,692 | $3,481+6.0% | $2,823+30.8% | $5,439-32.1% |
| Admin fee / account holder | $2 | $5,059-100.0% | $3,758-99.9% | $10,885-100.0% |