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 | $374,262 | $114,381+227.2% | $107,525+248.1% | $142,382+162.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 20.74% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,440 | $4,015-64.1% | $3,754-61.6% | $4,299-66.5% |
| Participant deferral / active EE | $4,463 | $5,564-19.8% | $5,116-12.8% | $6,507-31.4% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |