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 | $254,886 | $144,119+76.9% | $117,854+116.3% | $147,584+72.7% |
| Participation rate | 18.2% | 83.4%-65.2pp | 79.7%-61.5pp | 82.8%-64.6pp |
| Annual return | 11.24% | 531.15%-519.9pp | 335.08%-323.8pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,513 | $4,896-69.1% | $3,786-60.0% | $4,876-69.0% |
| Participant deferral / active EE | $4,364 | $5,316-17.9% | $4,482-2.6% | $5,439-19.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |