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 8-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 | $266,966 | $117,983+126.3% | $101,794+162.3% | $142,382+87.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 22.11% | 36.92%-14.8pp | 30.53%-8.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $632 | $2,773-77.2% | $2,289-72.4% | $4,299-85.3% |
| Participant deferral / active EE | $6,702 | $4,714+42.2% | $4,084+64.1% | $6,507+3.0% |
| Admin fee / account holder | $140 | $10,433-98.7% | $8,777-98.4% | $12,624-98.9% |