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 | $459,356 | $106,515+331.3% | $96,683+375.1% | $139,434+229.4% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 21.55% | 38.43%-16.9pp | 35.69%-14.1pp | 372.94%-351.4pp |
| Employer contribution / active EE | $5,750 | $4,103+40.1% | $3,737+53.9% | $4,751+21.0% |
| Participant deferral / active EE | $6,675 | $5,454+22.4% | $4,878+36.8% | $6,710-0.5% |
| Admin fee / account holder | $42 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |