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 | $364,374 | $154,228+136.3% | $145,433+150.5% | $137,256+165.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.48% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,644 | $4,804-24.1% | $4,554-20.0% | $4,156-12.3% |
| Participant deferral / active EE | $15,510 | $8,216+88.8% | $7,897+96.4% | $6,407+142.1% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |