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 | $288,355 | $80,717+257.2% | $154,803+86.3% | $84,808+240.0% |
| Participation rate | 20.9% | 66.8%-45.9pp | 78.1%-57.1pp | 68.3%-47.4pp |
| Annual return | 19.13% | 37.96%-18.8pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $451 | $2,761-83.6% | $4,305-89.5% | $2,631-82.8% |
| Participant deferral / active EE | $4,107 | $3,303+24.3% | $5,540-25.9% | $4,212-2.5% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |