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 | $384,091 | $118,849+223.2% | $96,562+297.8% | $167,490+129.3% |
| Participation rate | 30.8% | 75.5%-44.7pp | 69.8%-39.0pp | 82.1%-51.3pp |
| Annual return | 10.89% | 50.49%-39.6pp | 37.78%-26.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $526 | $3,120-83.1% | $2,356-77.7% | $4,837-89.1% |
| Participant deferral / active EE | $3,153 | $4,616-31.7% | $3,849-18.1% | $6,341-50.3% |
| Admin fee / account holder | $30 | $8,065-99.6% | $6,181-99.5% | $12,309-99.8% |