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 | $498,615 | $127,777+290.2% | $106,548+368.0% | $167,490+197.7% |
| Participation rate | 42.1% | 78.3%-36.2pp | 76.1%-34.0pp | 82.1%-40.0pp |
| Annual return | 11.42% | 33.87%-22.4pp | 26.80%-15.4pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,475 | $3,427-57.0% | $2,819-47.7% | $4,837-69.5% |
| Participant deferral / active EE | $5,913 | $5,087+16.2% | $4,398+34.4% | $6,341-6.8% |
| Admin fee / account holder | $19 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |