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 | $406,457 | $102,604+296.1% | $86,188+371.6% | $139,434+191.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 17.11% | 1922.51%-1905.4pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,755 | $3,032+56.8% | $2,380+99.8% | $4,751+0.1% |
| Participant deferral / active EE | $5,935 | $4,676+26.9% | $3,985+48.9% | $6,710-11.6% |
| Admin fee / account holder | $30 | $8,657-99.7% | $6,852-99.6% | $11,403-99.7% |