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 4-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 | $806,108 | $111,814+620.9% | $103,374+679.8% | $145,959+452.3% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 18.02% | 24.77%-6.7pp | 24.89%-6.9pp | 561.95%-543.9pp |
| Employer contribution / active EE | $1,761 | $4,214-58.2% | $3,869-54.5% | $4,661-62.2% |
| Participant deferral / active EE | $3,270 | $5,618-41.8% | $5,058-35.3% | $6,689-51.1% |
| Admin fee / account holder | $41 | $9,754-99.6% | $8,394-99.5% | $13,398-99.7% |