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 9-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 | $300,542 | $100,773+198.2% | $88,946+237.9% | $142,382+111.1% |
| Participation rate | 22.2% | 74.3%-52.1pp | 68.8%-46.6pp | 80.1%-57.9pp |
| Annual return | 23.52% | 70.18%-46.7pp | 57.82%-34.3pp | 217.08%-193.6pp |
| Employer contribution / active EE | $972 | $2,918-66.7% | $2,555-62.0% | $4,299-77.4% |
| Participant deferral / active EE | $5,222 | $5,230-0.2% | $4,581+14.0% | $6,507-19.7% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |