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 | $274,613 | $172,111+59.6% | $150,298+82.7% | $137,256+100.1% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 16.72% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,565 | $4,636-44.7% | $4,154-38.2% | $4,156-38.3% |
| Participant deferral / active EE | $9,525 | $6,166+54.5% | $5,453+74.7% | $6,407+48.7% |
| Admin fee / account holder | $215 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |