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 | $1,525,455 | $127,065+1100.5% | $113,168+1248.0% | $142,382+971.4% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 17.50% | 24.03%-6.5pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,462 | $3,442+0.6% | $2,975+16.4% | $4,299-19.5% |
| Participant deferral / active EE | $18,315 | $5,716+220.4% | $5,107+258.6% | $6,507+181.5% |
| Admin fee / account holder | $148 | $15,736-99.1% | $12,068-98.8% | $12,624-98.8% |