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 | $277,585 | $162,781+70.5% | $133,956+107.2% | $158,922+74.7% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 37.96% | 41.94%-4.0pp | 45.09%-7.1pp | 302.83%-264.9pp |
| Employer contribution / active EE | $1,309 | $4,975-73.7% | $3,919-66.6% | $4,761-72.5% |
| Participant deferral / active EE | $2,508 | $5,911-57.6% | $5,048-50.3% | $5,982-58.1% |
| Admin fee / account holder | $30 | $11,736-99.7% | $8,927-99.7% | $11,246-99.7% |