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 | $1,215,399 | $167,307+626.4% | $143,757+745.5% | $134,475+803.8% |
| Participation rate | 10.0% | 84.8%-74.8pp | 80.3%-70.3pp | 81.2%-71.2pp |
| Annual return | -1.31% | 0.46%-1.8pp | -0.04%-1.3pp | 417.96%-419.3pp |
| Employer contribution / active EE | $3,570 | $5,619-36.5% | $4,951-27.9% | $4,740-24.7% |
| Participant deferral / active EE | $2,700 | $6,446-58.1% | $5,637-52.1% | $6,400-57.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |