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 | $341,044 | $178,174+91.4% | $156,181+118.4% | $137,256+148.5% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.8%-35.1pp | 80.0%-36.2pp |
| Annual return | 11.96% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,881 | $4,972-62.2% | $4,294-56.2% | $4,156-54.8% |
| Participant deferral / active EE | $3,553 | $6,888-48.4% | $6,132-42.1% | $6,407-44.6% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |