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 | $472,613 | $211,958+123.0% | $169,463+178.9% | $135,375+249.1% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -1.81% | 3.26%-5.1pp | 1.83%-3.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $10,079 | $5,120+96.9% | $4,159+142.3% | $4,779+110.9% |
| Participant deferral / active EE | $8,063 | $6,075+32.7% | $5,277+52.8% | $5,609+43.8% |
| Admin fee / account holder | $19 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |