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 | $409,942 | $95,971+327.1% | $74,550+449.9% | $135,375+202.8% |
| Participation rate | 10.0% | 75.7%-65.7pp | 69.1%-59.1pp | 82.6%-72.6pp |
| Annual return | -5.12% | 56.96%-62.1pp | 32.53%-37.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $372 | $2,716-86.3% | $1,961-81.0% | $4,779-92.2% |
| Participant deferral / active EE | $2,450 | $3,843-36.3% | $3,108-21.2% | $5,609-56.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |