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 | $318,946 | $67,823+370.3% | $52,425+508.4% | $137,256+132.4% |
| Participation rate | 41.7% | 63.9%-22.2pp | 55.6%-14.0pp | 80.0%-38.3pp |
| Annual return | 16.19% | 219.11%-202.9pp | 302.12%-285.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $958 | $1,163-17.6% | $914+4.8% | $4,156-76.9% |
| Participant deferral / active EE | $6,513 | $2,288+184.7% | $1,790+263.8% | $6,407+1.7% |
| Admin fee / account holder | $12 | $2,844-99.6% | $2,495-99.5% | $12,270-99.9% |