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 | $323,618 | $83,477+287.7% | $125,175+158.5% | $72,985+343.4% |
| Participation rate | 56.7% | 73.3%-16.6pp | 79.8%-23.1pp | 69.5%-12.8pp |
| Annual return | 24.22% | 25.78%-1.6pp | 43.79%-19.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,717 | $2,345+15.8% | $3,865-29.7% | $2,440+11.3% |
| Participant deferral / active EE | $5,016 | $3,585+39.9% | $4,937+1.6% | $3,607+39.1% |
| Admin fee / account holder | $41 | $5,517-99.3% | $9,702-99.6% | $5,124-99.2% |