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 | $346,260 | $176,377+96.3% | $134,143+158.1% | $158,922+117.9% |
| Participation rate | 62.5% | 78.7%-16.2pp | 72.2%-9.7pp | 82.0%-19.5pp |
| Annual return | 10.62% | 63.63%-53.0pp | 36.33%-25.7pp | 302.83%-292.2pp |
| Employer contribution / active EE | $8,013 | $5,040+59.0% | $3,704+116.3% | $4,761+68.3% |
| Participant deferral / active EE | $2,271 | $4,091-44.5% | $3,499-35.1% | $5,982-62.0% |
| Admin fee / account holder | $3 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |