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 | $326,937 | $110,261+196.5% | $95,745+241.5% | $139,434+134.5% |
| Participation rate | 30.8% | 75.8%-45.0pp | 72.3%-41.5pp | 80.3%-49.5pp |
| Annual return | 15.23% | 27.11%-11.9pp | 28.35%-13.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $990 | $3,257-69.6% | $2,835-65.1% | $4,751-79.2% |
| Participant deferral / active EE | $1,896 | $4,676-59.5% | $4,245-55.3% | $6,710-71.7% |
| Admin fee / account holder | $45 | $6,613-99.3% | $5,678-99.2% | $11,403-99.6% |