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 | $267,124 | $90,600+194.8% | $79,464+236.2% | $135,375+97.3% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -4.85% | 977.43%-982.3pp | 718.14%-723.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,075 | $3,068+32.8% | $2,800+45.5% | $4,779-14.7% |
| Participant deferral / active EE | $9,599 | $4,050+137.0% | $3,704+159.2% | $5,609+71.1% |
| Admin fee / account holder | $248 | $5,907-95.8% | $5,113-95.2% | $10,827-97.7% |