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 | $374,712 | $159,602+134.8% | $150,045+149.7% | $142,382+163.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 13.81% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,708 | $4,961-65.6% | $4,693-63.6% | $4,299-60.3% |
| Participant deferral / active EE | $5,694 | $8,310-31.5% | $7,997-28.8% | $6,507-12.5% |
| Admin fee / account holder | $104 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |