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 | $390,995 | $175,202+123.2% | $149,673+161.2% | $139,434+180.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 24.08% | 166.71%-142.6pp | 134.42%-110.3pp | 372.94%-348.9pp |
| Employer contribution / active EE | $3,850 | $5,474-29.7% | $4,818-20.1% | $4,751-19.0% |
| Participant deferral / active EE | $8,835 | $6,519+35.5% | $5,680+55.5% | $6,710+31.7% |
| Admin fee / account holder | $103 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |