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 | $264,051 | $92,703+184.8% | $82,719+219.2% | $134,475+96.4% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -20.15% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,651 | $3,274-19.0% | $3,009-11.9% | $4,740-44.1% |
| Participant deferral / active EE | $3,194 | $4,802-33.5% | $4,395-27.3% | $6,400-50.1% |
| Admin fee / account holder | $195 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |