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 | $272,774 | $107,015+154.9% | $73,545+270.9% | $147,584+84.8% |
| Participation rate | 18.2% | 66.4%-48.2pp | 54.9%-36.7pp | 82.8%-64.6pp |
| Annual return | 11.59% | 38.25%-26.7pp | -15.16%+26.8pp | 578.55%-567.0pp |
| Employer contribution / active EE | $553 | $1,760-68.6% | $1,219-54.7% | $4,876-88.7% |
| Participant deferral / active EE | $3,673 | $2,462+49.2% | $1,806+103.4% | $5,439-32.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |