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 | $301,308 | $95,193+216.5% | $76,523+293.7% | $135,375+122.6% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -3.69% | 4.85%-8.5pp | -0.27%-3.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,153 | $3,302-65.1% | $2,647-56.4% | $4,779-75.9% |
| Participant deferral / active EE | $8,483 | $4,639+82.9% | $3,835+121.2% | $5,609+51.3% |
| Admin fee / account holder | -$175 | $6,249-102.8% | $4,848-103.6% | $10,827-101.6% |