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 3-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 | $281,453 | $148,534+89.5% | $135,903+107.1% | $139,434+101.9% |
| Participation rate | 5.9% | 83.9%-78.0pp | 81.9%-76.0pp | 80.3%-74.4pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,547 | $5,243-51.4% | $4,856-47.6% | $4,751-46.4% |
| Participant deferral / active EE | $5,738 | $8,100-29.2% | $7,758-26.0% | $6,710-14.5% |
| Admin fee / account holder | $230 | $12,400-98.1% | $10,762-97.9% | $11,403-98.0% |