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 | $439,343 | $138,044+218.3% | $125,339+250.5% | $134,475+226.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -2.35% | 750.33%-752.7pp | 572.05%-574.4pp | 417.96%-420.3pp |
| Employer contribution / active EE | $2,092 | $5,243-60.1% | $4,814-56.5% | $4,740-55.9% |
| Participant deferral / active EE | $8,750 | $7,799+12.2% | $7,446+17.5% | $6,400+36.7% |
| Admin fee / account holder | $1 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |