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 | $532,157 | $162,781+226.9% | $133,956+297.3% | $158,922+234.9% |
| Participation rate | 47.4% | 83.2%-35.9pp | 79.8%-32.5pp | 82.0%-34.6pp |
| Annual return | 21.42% | 41.94%-20.5pp | 45.09%-23.7pp | 302.83%-281.4pp |
| Employer contribution / active EE | $3,447 | $4,975-30.7% | $3,919-12.0% | $4,761-27.6% |
| Participant deferral / active EE | $5,790 | $5,911-2.0% | $5,048+14.7% | $5,982-3.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |