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 | $641,508 | $167,307+283.4% | $143,757+346.2% | $134,475+377.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -19.19% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,941 | $5,619-65.5% | $4,951-60.8% | $4,740-59.0% |
| Participant deferral / active EE | $10,800 | $6,446+67.6% | $5,637+91.6% | $6,400+68.8% |
| Admin fee / account holder | -$1,013 | $18,088-105.6% | $14,673-106.9% | $11,426-108.9% |