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 | $268,251 | $99,877+168.6% | $84,966+215.7% | $145,922+83.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 42.52% | 83.76%-41.2pp | 66.38%-23.9pp | 561.29%-518.8pp |
| Employer contribution / active EE | $3,498 | $3,231+8.2% | $2,727+28.3% | $4,660-24.9% |
| Participant deferral / active EE | $3,768 | $5,291-28.8% | $4,519-16.6% | $6,688-43.7% |
| Admin fee / account holder | $154 | $7,248-97.9% | $6,149-97.5% | $13,397-98.9% |