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 | $256,963 | $138,385+85.7% | $184,200+39.5% | $80,874+217.7% |
| Participation rate | 62.1% | 83.9%-21.8pp | 86.8%-24.8pp | 67.6%-5.6pp |
| Annual return | 11.28% | 20.02%-8.7pp | 28.80%-17.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $3,838 | $4,849-20.9% | $6,424-40.3% | $2,756+39.3% |
| Participant deferral / active EE | $8,902 | $7,073+25.9% | $9,132-2.5% | $4,297+107.2% |
| Admin fee / account holder | $238 | $10,483-97.7% | $13,907-98.3% | $6,935-96.6% |