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 | $465,155 | $114,381+306.7% | $107,525+332.6% | $142,382+226.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 20.72% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,578 | $4,015-10.9% | $3,754-4.7% | $4,299-16.8% |
| Participant deferral / active EE | $15,350 | $5,564+175.9% | $5,116+200.1% | $6,507+135.9% |
| Admin fee / account holder | $3 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |