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 | $370,101 | $70,428+425.5% | $96,562+283.3% | $85,850+331.1% |
| Participation rate | 40.6% | 61.8%-21.2pp | 69.8%-29.2pp | 69.3%-28.7pp |
| Annual return | 16.73% | 18.59%-1.9pp | 37.78%-21.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,735 | $1,413+93.6% | $2,356+16.1% | $2,565+6.6% |
| Participant deferral / active EE | $5,918 | $2,894+104.5% | $3,849+53.8% | $3,952+49.8% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |