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 | $312,876 | $72,071+334.1% | $68,368+357.6% | $137,256+128.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 17.03% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $935 | $2,788-66.5% | $2,649-64.7% | $4,156-77.5% |
| Participant deferral / active EE | $1,123 | $4,410-74.5% | $4,123-72.8% | $6,407-82.5% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |