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 | $368,087 | $228,332+61.2% | $185,823+98.1% | $158,922+131.6% |
| Participation rate | 58.8% | 82.3%-23.5pp | 78.0%-19.2pp | 82.0%-23.1pp |
| Annual return | 19.89% | 40.80%-20.9pp | 35.95%-16.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $3,529 | $4,967-28.9% | $4,087-13.7% | $4,761-25.9% |
| Participant deferral / active EE | $6,305 | $6,415-1.7% | $5,632+12.0% | $5,982+5.4% |
| Admin fee / account holder | $227 | $11,864-98.1% | $9,500-97.6% | $11,246-98.0% |