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 | $269,326 | $159,602+68.7% | $150,045+79.5% | $142,382+89.2% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.3%-36.2pp | 80.1%-34.0pp |
| Annual return | 16.30% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,692 | $4,961-65.9% | $4,693-64.0% | $4,299-60.7% |
| Participant deferral / active EE | $5,325 | $8,310-35.9% | $7,997-33.4% | $6,507-18.2% |
| Admin fee / account holder | $25 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |