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 | $317,899 | $175,202+81.4% | $149,673+112.4% | $139,434+128.0% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 12.04% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,915 | $5,474-65.0% | $4,818-60.2% | $4,751-59.7% |
| Participant deferral / active EE | $8,943 | $6,519+37.2% | $5,680+57.4% | $6,710+33.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |