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 | $422,985 | $54,705+673.2% | $71,209+494.0% | $84,808+398.8% |
| Participation rate | 31.5% | 64.1%-32.6pp | 73.8%-42.3pp | 68.3%-36.8pp |
| Annual return | 15.02% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $710 | $2,158-67.1% | $2,721-73.9% | $2,631-73.0% |
| Participant deferral / active EE | $713 | $3,030-76.5% | $4,175-82.9% | $4,212-83.1% |
| Admin fee / account holder | $26 | $4,863-99.5% | $5,349-99.5% | $7,344-99.6% |