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 | $324,684 | $138,065+135.2% | $123,544+162.8% | $135,375+139.8% |
| Participation rate | 14.3% | 84.7%-70.4pp | 82.3%-68.0pp | 82.6%-68.4pp |
| Annual return | -3.49% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,571 | $5,151-69.5% | $4,628-66.0% | $4,779-67.1% |
| Participant deferral / active EE | $3,371 | $6,799-50.4% | $6,426-47.5% | $5,609-39.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |