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 | $291,454 | $95,266+205.9% | $82,389+253.8% | $142,382+104.7% |
| Participation rate | 53.3% | 74.5%-21.1pp | 69.5%-16.2pp | 80.1%-26.8pp |
| Annual return | 15.03% | 25.74%-10.7pp | 28.67%-13.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,420 | $2,991-19.1% | $2,517-3.9% | $4,299-43.7% |
| Participant deferral / active EE | $7,169 | $4,809+49.1% | $4,155+72.5% | $6,507+10.2% |
| Admin fee / account holder | $15 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |