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 | $345,022 | $100,773+242.4% | $88,946+287.9% | $142,382+142.3% |
| Participation rate | 13.3% | 74.3%-61.0pp | 68.8%-55.5pp | 80.1%-66.8pp |
| Annual return | 13.21% | 70.18%-57.0pp | 57.82%-44.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $555 | $2,918-81.0% | $2,555-78.3% | $4,299-87.1% |
| Participant deferral / active EE | $3,467 | $5,230-33.7% | $4,581-24.3% | $6,507-46.7% |
| Admin fee / account holder | $5 | $9,693-99.9% | $8,261-99.9% | $12,624-100.0% |