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 5-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 | $434,018 | $114,381+279.4% | $107,525+303.6% | $142,382+204.8% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.1%-13.5pp | 80.1%-18.6pp |
| Annual return | 30.01% | 242.71%-212.7pp | 181.32%-151.3pp | 217.08%-187.1pp |
| Employer contribution / active EE | $4,291 | $4,015+6.9% | $3,754+14.3% | $4,299-0.2% |
| Participant deferral / active EE | $8,261 | $5,564+48.5% | $5,116+61.5% | $6,507+26.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |