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 | $302,506 | $93,071+225.0% | $74,583+305.6% | $273,961+10.4% |
| Participation rate | 28.6% | 74.9%-46.4pp | 68.1%-39.5pp | 83.0%-54.4pp |
| Annual return | 3.34% | 26.18%-22.8pp | 20.47%-17.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $686 | $3,160-78.3% | $2,525-72.8% | $4,869-85.9% |
| Participant deferral / active EE | $4,858 | $4,160+16.8% | $3,458+40.5% | $5,287-8.1% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |