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 | $475,397 | $115,882+310.2% | $100,516+373.0% | $158,922+199.1% |
| Participation rate | 20.0% | 81.6%-61.6pp | 79.4%-59.4pp | 82.0%-62.0pp |
| Annual return | 34.92% | 34.79%+0.1pp | 30.89%+4.0pp | 302.83%-267.9pp |
| Employer contribution / active EE | $413 | $4,103-89.9% | $3,418-87.9% | $4,761-91.3% |
| Participant deferral / active EE | $3,119 | $6,674-53.3% | $6,270-50.2% | $5,982-47.9% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |