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 | $373,592 | $162,781+129.5% | $133,956+178.9% | $158,922+135.1% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 12.28% | 41.94%-29.7pp | 45.09%-32.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,021 | $4,975-79.5% | $3,919-73.9% | $4,761-78.6% |
| Participant deferral / active EE | $6,162 | $5,911+4.3% | $5,048+22.1% | $5,982+3.0% |
| Admin fee / account holder | $123 | $11,736-99.0% | $8,927-98.6% | $11,246-98.9% |