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 | $403,179 | $117,381+243.5% | $99,443+305.4% | $152,861+163.8% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 24.37% | 31.87%-7.5pp | 30.72%-6.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $800 | $3,013-73.5% | $2,540-68.5% | $4,762-83.2% |
| Participant deferral / active EE | $2,975 | $4,086-27.2% | $3,619-17.8% | $5,850-49.1% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |