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 | $260,654 | $96,484+170.2% | $75,886+243.5% | $152,861+70.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 21.16% | 33.98%-12.8pp | 30.76%-9.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,473 | $3,309-25.3% | $2,500-1.1% | $4,762-48.1% |
| Participant deferral / active EE | $7,335 | $4,553+61.1% | $3,603+103.6% | $5,850+25.4% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |