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 | $373,830 | $98,240+280.5% | $82,313+354.2% | $147,584+153.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 10.97% | 30.85%-19.9pp | 25.88%-14.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $802 | $3,192-74.9% | $2,428-67.0% | $4,876-83.6% |
| Participant deferral / active EE | $12,000 | $4,383+173.8% | $3,706+223.8% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |