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 | $279,172 | $104,974+165.9% | $95,585+192.1% | $142,382+96.1% |
| Participation rate | 55.6% | 75.0%-19.4pp | 72.1%-16.5pp | 80.1%-24.6pp |
| Annual return | 87.92% | 210.33%-122.4pp | 38.56%+49.4pp | 217.08%-129.2pp |
| Employer contribution / active EE | $1,041 | $2,779-62.6% | $2,527-58.8% | $4,299-75.8% |
| Participant deferral / active EE | $1,978 | $4,352-54.6% | $4,023-50.8% | $6,507-69.6% |
| Admin fee / account holder | $68 | $6,386-98.9% | $6,127-98.9% | $12,624-99.5% |