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 | $317,959 | $154,228+106.2% | $145,433+118.6% | $137,256+131.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.76% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,008 | $4,804-58.2% | $4,554-55.9% | $4,156-51.7% |
| Participant deferral / active EE | $8,779 | $8,216+6.9% | $7,897+11.2% | $6,407+37.0% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |