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 | $357,340 | $105,860+237.6% | $90,749+293.8% | $134,475+165.7% |
| Participation rate | 47.4% | 78.2%-30.9pp | 75.7%-28.3pp | 81.2%-33.9pp |
| Annual return | -15.84% | -11.01%-4.8pp | -12.16%-3.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,683 | $3,462-51.4% | $2,921-42.4% | $4,740-64.5% |
| Participant deferral / active EE | $6,414 | $5,216+23.0% | $4,564+40.5% | $6,400+0.2% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |