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 | $179,726+85.5% | $156,263+113.4% | $142,382+134.2% |
| Participation rate | 9.1% | 82.1%-73.0pp | 78.9%-69.8pp | 80.1%-71.0pp |
| Annual return | 22.18% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,752 | $5,069-65.4% | $4,333-59.6% | $4,299-59.3% |
| Participant deferral / active EE | $6,526 | $6,956-6.2% | $6,158+6.0% | $6,507+0.3% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |