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 | $283,750 | $60,892+366.0% | $82,389+244.4% | $84,808+234.6% |
| Participation rate | 23.7% | 63.3%-39.6pp | 69.5%-45.9pp | 68.3%-44.6pp |
| Annual return | 18.96% | 37.29%-18.3pp | 28.67%-9.7pp | 40.90%-21.9pp |
| Employer contribution / active EE | $567 | $1,779-68.1% | $2,517-77.5% | $2,631-78.4% |
| Participant deferral / active EE | $1,402 | $3,179-55.9% | $4,155-66.2% | $4,212-66.7% |
| Admin fee / account holder | $264 | $5,467-95.2% | $7,231-96.3% | $7,344-96.4% |