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 | $367,541 | $95,416+285.2% | $185,823+97.8% | $85,850+328.1% |
| Participation rate | 17.9% | 68.8%-50.9pp | 81.7%-63.8pp | 69.3%-51.5pp |
| Annual return | 15.40% | 23.59%-8.2pp | 122.05%-106.6pp | 318.53%-303.1pp |
| Employer contribution / active EE | $790 | $3,314-76.2% | $5,167-84.7% | $2,565-69.2% |
| Participant deferral / active EE | $2,513 | $3,423-26.6% | $5,568-54.9% | $3,952-36.4% |
| Admin fee / account holder | $5 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |