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 | $330,633 | $54,762+503.8% | $90,281+266.2% | $72,985+353.0% |
| Participation rate | 4.3% | 65.1%-60.8pp | 73.3%-68.9pp | 69.5%-65.1pp |
| Annual return | 24.70% | 30.63%-5.9pp | 78.10%-53.4pp | 81.00%-56.3pp |
| Employer contribution / active EE | $385 | $2,092-81.6% | $2,854-86.5% | $2,440-84.2% |
| Participant deferral / active EE | $1,870 | $2,887-35.2% | $3,885-51.9% | $3,607-48.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |