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 | $497,622 | $110,261+351.3% | $95,745+419.7% | $139,434+256.9% |
| Participation rate | 37.5% | 75.8%-38.3pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 18.51% | 27.11%-8.6pp | 28.35%-9.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $686 | $3,257-79.0% | $2,835-75.8% | $4,751-85.6% |
| Participant deferral / active EE | $3,883 | $4,676-16.9% | $4,245-8.5% | $6,710-42.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |