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 7-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 | $358,166 | $65,041+450.7% | $90,951+293.8% | $79,858+348.5% |
| Participation rate | 19.1% | 61.6%-42.5pp | 69.0%-49.9pp | 69.6%-50.5pp |
| Annual return | 64.63% | 30.45%+34.2pp | 134.60%-70.0pp | 31.71%+32.9pp |
| Employer contribution / active EE | $603 | $1,247-51.6% | $2,122-71.6% | $2,471-75.6% |
| Participant deferral / active EE | $1,881 | $2,512-25.1% | $3,373-44.2% | $3,740-49.7% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |