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 | $487,693 | $118,680+310.9% | $98,907+393.1% | $158,922+206.9% |
| Participation rate | 38.9% | 77.8%-38.9pp | 76.0%-37.1pp | 82.0%-43.1pp |
| Annual return | 13.35% | 372.35%-359.0pp | 196.43%-183.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,366 | $3,333-59.0% | $2,689-49.2% | $4,761-71.3% |
| Participant deferral / active EE | $5,334 | $5,088+4.8% | $4,244+25.7% | $5,982-10.8% |
| Admin fee / account holder | $12 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |