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 | $1,772,070 | $35,183+4936.7% | $73,545+2309.5% | $70,131+2426.8% |
| Participation rate | 1.1% | 42.9%-41.8pp | 54.9%-53.8pp | 69.5%-68.5pp |
| Annual return | 17.29% | 26.90%-9.6pp | -15.16%+32.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |