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 | $324,999 | $99,877+225.4% | $84,966+282.5% | $145,922+122.7% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 49.89% | 83.76%-33.9pp | 66.38%-16.5pp | 561.29%-511.4pp |
| Employer contribution / active EE | $949 | $3,231-70.6% | $2,727-65.2% | $4,660-79.6% |
| Participant deferral / active EE | $2,621 | $5,291-50.5% | $4,519-42.0% | $6,688-60.8% |
| Admin fee / account holder | $54 | $7,248-99.3% | $6,149-99.1% | $13,397-99.6% |