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 | $336,331 | $152,587+120.4% | $125,175+168.7% | $152,861+120.0% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 20.83% | 54.84%-34.0pp | 43.79%-23.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,138 | $4,946-36.5% | $3,865-18.8% | $4,762-34.1% |
| Participant deferral / active EE | $9,772 | $5,868+66.5% | $4,937+98.0% | $5,850+67.0% |
| Admin fee / account holder | $5 | $13,434-100.0% | $9,702-99.9% | $11,596-100.0% |