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 | $380,078 | $104,974+262.1% | $95,585+297.6% | $142,382+166.9% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.1%-57.8pp | 80.1%-65.8pp |
| Annual return | 11.89% | 210.33%-198.4pp | 38.56%-26.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,333 | $2,779-52.0% | $2,527-47.2% | $4,299-69.0% |
| Participant deferral / active EE | $2,952 | $4,352-32.2% | $4,023-26.6% | $6,507-54.6% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |