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 | $438,213 | $93,024+371.1% | $77,024+468.9% | $134,475+225.9% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | -6.40% | 62.60%-69.0pp | 42.32%-48.7pp | 417.96%-424.4pp |
| Employer contribution / active EE | $820 | $3,418-76.0% | $2,812-70.9% | $4,740-82.7% |
| Participant deferral / active EE | $4,482 | $5,238-14.4% | $4,426+1.3% | $6,400-30.0% |
| Admin fee / account holder | $10 | $6,944-99.9% | $5,425-99.8% | $11,426-99.9% |