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 | $417,142 | $167,307+149.3% | $143,757+190.2% | $134,475+210.2% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -18.26% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,148 | $5,619-61.8% | $4,951-56.6% | $4,740-54.7% |
| Participant deferral / active EE | $10,357 | $6,446+60.7% | $5,637+83.7% | $6,400+61.8% |
| Admin fee / account holder | $7 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |