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 | $298,985 | $154,117+94.0% | $129,995+130.0% | $139,434+114.4% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 11.61% | 32.48%-20.9pp | -137.18%+148.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,119 | $5,289-59.9% | $4,320-51.0% | $4,751-55.4% |
| Participant deferral / active EE | $2,687 | $6,710-60.0% | $5,820-53.8% | $6,710-60.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |