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 | $326,008 | $110,809+194.2% | $86,874+275.3% | $167,490+94.6% |
| Participation rate | 22.2% | 75.8%-53.6pp | 71.6%-49.4pp | 82.1%-59.9pp |
| Annual return | 8.74% | 116.98%-108.2pp | 63.52%-54.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $743 | $3,244-77.1% | $2,495-70.2% | $4,837-84.6% |
| Participant deferral / active EE | $5,931 | $4,546+30.5% | $3,699+60.3% | $6,341-6.5% |
| Admin fee / account holder | $60 | $8,415-99.3% | $5,828-99.0% | $12,309-99.5% |