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 | $504,629 | $166,020+204.0% | $164,866+206.1% | $145,959+245.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 12.68% | 100.08%-87.4pp | 69.97%-57.3pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,733 | $5,275-67.1% | $4,343-60.1% | $4,661-62.8% |
| Participant deferral / active EE | $4,500 | $6,961-35.4% | $6,033-25.4% | $6,689-32.7% |
| Admin fee / account holder | $39 | $16,644-99.8% | $12,689-99.7% | $13,398-99.7% |