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 | $433,682 | $106,890+305.7% | $84,015+416.2% | $152,861+183.7% |
| Participation rate | 20.0% | 75.2%-55.2pp | 69.0%-49.0pp | 82.4%-62.4pp |
| Annual return | 13.39% | 104.99%-91.6pp | 71.31%-57.9pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,680 | $2,734-38.6% | $1,983-15.3% | $4,762-64.7% |
| Participant deferral / active EE | $4,400 | $4,011+9.7% | $3,239+35.9% | $5,850-24.8% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |