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 6-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 | $301,909 | $117,690+156.5% | $71,735+320.9% | $134,475+124.5% |
| Participation rate | 60.0% | 68.8%-8.8pp | 62.3%-2.3pp | 81.2%-21.2pp |
| Annual return | 20.10% | 25.44%-5.3pp | 9.14%+11.0pp | 417.96%-397.9pp |
| Employer contribution / active EE | $2,234 | $2,525-11.5% | $1,704+31.1% | $4,740-52.9% |
| Participant deferral / active EE | $2,616 | $3,759-30.4% | $2,658-1.6% | $6,400-59.1% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |