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 | $501,210 | $90,348+454.8% | $75,972+559.7% | $145,922+243.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 16.46% | 620.88%-604.4pp | 359.55%-343.1pp | 561.29%-544.8pp |
| Employer contribution / active EE | $14,593 | $3,311+340.7% | $2,685+443.5% | $4,660+213.2% |
| Participant deferral / active EE | $15,201 | $5,162+194.5% | $4,255+257.2% | $6,688+127.3% |
| Admin fee / account holder | $40 | $8,467-99.5% | $6,467-99.4% | $13,397-99.7% |