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 | $255,782 | $110,257+132.0% | $96,544+164.9% | $139,434+83.4% |
| Participation rate | 35.3% | 78.1%-42.8pp | 76.0%-40.7pp | 80.3%-45.0pp |
| Annual return | 15.18% | 26.32%-11.1pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,524 | $3,620-57.9% | $2,965-48.6% | $4,751-67.9% |
| Participant deferral / active EE | $4,478 | $5,548-19.3% | $4,851-7.7% | $6,710-33.3% |
| Admin fee / account holder | $235 | $11,591-98.0% | $8,252-97.2% | $11,403-97.9% |