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 | $324,130 | $82,630+292.3% | $64,105+405.6% | $125,391+158.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -3.26% | 1489.72%-1493.0pp | 791.24%-794.5pp | 282.22%-285.5pp |
| Employer contribution / active EE | $4,691 | $2,671+75.6% | $1,820+157.7% | $4,866-3.6% |
| Participant deferral / active EE | $8,987 | $3,608+149.0% | $2,822+218.5% | $5,352+67.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |