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 | $432,592 | $84,695+410.8% | $73,843+485.8% | $125,391+245.0% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -0.35% | 3123.53%-3123.9pp | 2267.84%-2268.2pp | 282.22%-282.6pp |
| Employer contribution / active EE | $17,250 | $3,123+452.3% | $2,787+518.8% | $4,866+254.5% |
| Participant deferral / active EE | $9,000 | $3,992+125.4% | $3,583+151.2% | $5,352+68.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |