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 | $265,908 | $211,958+25.5% | $169,463+56.9% | $135,375+96.4% |
| Participation rate | 58.8% | 82.6%-23.8pp | 77.8%-19.0pp | 82.6%-23.8pp |
| Annual return | -6.06% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,176 | $5,120-38.0% | $4,159-23.6% | $4,779-33.5% |
| Participant deferral / active EE | $6,377 | $6,075+5.0% | $5,277+20.9% | $5,609+13.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |