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 | $335,650 | $176,812+89.8% | $146,665+128.9% | $167,490+100.4% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 11.24% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,044 | $5,160-60.4% | $4,136-50.6% | $4,837-57.7% |
| Participant deferral / active EE | $6,223 | $6,440-3.4% | $5,506+13.0% | $6,341-1.9% |
| Admin fee / account holder | $38 | $13,259-99.7% | $10,280-99.6% | $12,309-99.7% |