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 | $268,876 | $93,346+188.0% | $71,796+274.5% | $273,961-1.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 11.00% | 130.39%-119.4pp | 78.04%-67.0pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,003 | $2,733-26.7% | $1,924+4.1% | $4,869-58.9% |
| Participant deferral / active EE | $4,858 | $3,475+39.8% | $2,794+73.8% | $5,287-8.1% |
| Admin fee / account holder | $165 | $6,571-97.5% | $4,815-96.6% | $10,132-98.4% |