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 | $538,334 | $110,261+388.2% | $95,745+462.3% | $139,434+286.1% |
| Participation rate | 25.0% | 75.8%-50.8pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 9.14% | 27.11%-18.0pp | 28.35%-19.2pp | 372.94%-363.8pp |
| Employer contribution / active EE | $3,300 | $3,257+1.3% | $2,835+16.4% | $4,751-30.5% |
| Participant deferral / active EE | $7,500 | $4,676+60.4% | $4,245+76.7% | $6,710+11.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |