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 | $368,079 | $95,193+286.7% | $76,523+381.0% | $135,375+171.9% |
| Participation rate | 28.6% | 74.4%-45.8pp | 68.0%-39.4pp | 82.6%-54.1pp |
| Annual return | -5.53% | 4.85%-10.4pp | -0.27%-5.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,297 | $3,302-60.7% | $2,647-51.0% | $4,779-72.9% |
| Participant deferral / active EE | $7,000 | $4,639+50.9% | $3,835+82.5% | $5,609+24.8% |
| Admin fee / account holder | $11 | $6,249-99.8% | $4,848-99.8% | $10,827-99.9% |