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 9-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 | $470,730 | $107,015+339.9% | $73,545+540.1% | $147,584+219.0% |
| Participation rate | 25.0% | 66.4%-41.4pp | 54.9%-29.9pp | 82.8%-57.8pp |
| Annual return | 3.62% | 38.25%-34.6pp | -15.16%+18.8pp | 578.55%-574.9pp |
| Employer contribution / active EE | $666 | $1,760-62.2% | $1,219-45.4% | $4,876-86.3% |
| Participant deferral / active EE | $820 | $2,462-66.7% | $1,806-54.6% | $5,439-84.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |