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 | $279,959 | $165,335+69.3% | $149,696+87.0% | $158,922+76.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 28.50% | 348.15%-319.6pp | 276.60%-248.1pp | 302.83%-274.3pp |
| Employer contribution / active EE | $2,300 | $5,103-54.9% | $4,644-50.5% | $4,761-51.7% |
| Participant deferral / active EE | $13,000 | $7,181+81.0% | $6,842+90.0% | $5,982+117.3% |
| Admin fee / account holder | $60 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |