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 | $306,856 | $142,344+115.6% | $119,609+156.6% | $134,475+128.2% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -14.02% | -12.44%-1.6pp | -14.97%+0.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,509 | $5,222-51.9% | $4,232-40.7% | $4,740-47.1% |
| Participant deferral / active EE | $7,936 | $6,469+22.7% | $5,602+41.7% | $6,400+24.0% |
| Admin fee / account holder | $13 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |