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 | $250,424 | $118,450+111.4% | $98,439+154.4% | $139,434+79.6% |
| Participation rate | 45.5% | 77.4%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 23.79% | 18.94%+4.9pp | 21.16%+2.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,497 | $3,609-30.8% | $3,048-18.1% | $4,751-47.4% |
| Participant deferral / active EE | $6,259 | $5,392+16.1% | $4,738+32.1% | $6,710-6.7% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |