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 | $333,423 | $178,174+87.1% | $156,181+113.5% | $137,256+142.9% |
| Participation rate | 9.1% | 82.0%-72.9pp | 78.8%-69.7pp | 80.0%-70.9pp |
| Annual return | 22.18% | 84.19%-62.0pp | 64.87%-42.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,752 | $4,972-64.8% | $4,294-59.2% | $4,156-57.8% |
| Participant deferral / active EE | $6,526 | $6,888-5.3% | $6,132+6.4% | $6,407+1.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |