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 | $758,238 | $133,922+466.2% | $116,228+552.4% | $142,382+432.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 24.65% | 147.76%-123.1pp | 90.06%-65.4pp | 217.08%-192.4pp |
| Employer contribution / active EE | $10,383 | $3,446+201.3% | $2,994+246.7% | $4,299+141.5% |
| Participant deferral / active EE | $7,240 | $5,672+27.6% | $4,953+46.2% | $6,507+11.3% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |