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 | $351,005 | $70,428+398.4% | $96,562+263.5% | $85,850+308.9% |
| Participation rate | 23.4% | 61.8%-38.4pp | 69.8%-46.4pp | 69.3%-45.9pp |
| Annual return | 12.88% | 18.59%-5.7pp | 37.78%-24.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,100 | $1,413-22.2% | $2,356-53.3% | $2,565-57.1% |
| Participant deferral / active EE | $2,497 | $2,894-13.7% | $3,849-35.1% | $3,952-36.8% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |