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 4-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 | $301,386 | $884,045-65.9% | $453,369-33.5% | $167,490+79.9% |
| Participation rate | 40.0% | 81.6%-41.6pp | 78.0%-38.0pp | 82.1%-42.1pp |
| Annual return | 14.31% | 29.49%-15.2pp | 64.40%-50.1pp | 478.56%-464.2pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,070-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,800 | $7,898-1.2% | $6,209+25.6% | $6,341+23.0% |
| Admin fee / account holder | $5 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |