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 8-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 | $715,768 | $159,901+347.6% | $146,958+387.1% | $145,922+390.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 23.33% | 98.13%-74.8pp | 418.34%-395.0pp | 561.29%-538.0pp |
| Employer contribution / active EE | $4,000 | $5,286-24.3% | $4,933-18.9% | $4,660-14.2% |
| Participant deferral / active EE | $11,500 | $8,428+36.4% | $8,070+42.5% | $6,688+72.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |