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 | $260,657 | $95,862+171.9% | $79,550+227.7% | $134,475+93.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -8.40% | -2.69%-5.7pp | 0.16%-8.6pp | 417.96%-426.4pp |
| Employer contribution / active EE | $3,136 | $3,128+0.3% | $2,413+30.0% | $4,740-33.8% |
| Participant deferral / active EE | $5,486 | $4,693+16.9% | $3,985+37.7% | $6,400-14.3% |
| Admin fee / account holder | $86 | $9,126-99.1% | $6,832-98.7% | $11,426-99.2% |