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 | $394,420 | $112,096+251.9% | $95,952+311.1% | $158,922+148.2% |
| Participation rate | 18.2% | 79.0%-60.8pp | 77.1%-58.9pp | 82.0%-63.8pp |
| Annual return | 34.90% | 171.09%-136.2pp | 91.61%-56.7pp | 302.83%-267.9pp |
| Employer contribution / active EE | $907 | $3,198-71.6% | $2,541-64.3% | $4,761-81.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |