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 | $436,926 | $106,515+310.2% | $96,683+351.9% | $139,434+213.4% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 16.79% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,416 | $4,103-65.5% | $3,737-62.1% | $4,751-70.2% |
| Participant deferral / active EE | $8,214 | $5,454+50.6% | $4,878+68.4% | $6,710+22.4% |
| Admin fee / account holder | $110 | $7,877-98.6% | $6,730-98.4% | $11,403-99.0% |