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 | $351,354 | $160,055+119.5% | $140,016+150.9% | $135,375+159.5% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.5%-50.0pp | 82.6%-45.1pp |
| Annual return | -3.99% | 911.38%-915.4pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,683 | $6,420-58.2% | $5,606-52.1% | $4,779-43.9% |
| Participant deferral / active EE | $9,000 | $7,642+17.8% | $6,927+29.9% | $5,609+60.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |