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 | $276,883 | $148,534+86.4% | $135,903+103.7% | $139,434+98.6% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 14.12% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,776 | $5,243-66.1% | $4,856-63.4% | $4,751-62.6% |
| Participant deferral / active EE | $5,766 | $8,100-28.8% | $7,758-25.7% | $6,710-14.1% |
| Admin fee / account holder | $14 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |