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 | $345,592 | $118,450+191.8% | $98,439+251.1% | $139,434+147.9% |
| Participation rate | 42.1% | 77.4%-35.3pp | 75.2%-33.1pp | 80.3%-38.2pp |
| Annual return | 21.55% | 18.94%+2.6pp | 21.16%+0.4pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,907 | $3,609-47.2% | $3,048-37.4% | $4,751-59.9% |
| Participant deferral / active EE | $2,122 | $5,392-60.6% | $4,738-55.2% | $6,710-68.4% |
| Admin fee / account holder | $112 | $14,026-99.2% | $8,948-98.8% | $11,403-99.0% |