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 | $436,772 | $158,398+175.7% | $126,539+245.2% | $142,382+206.8% |
| Participation rate | 42.9% | 75.8%-32.9pp | 69.8%-27.0pp | 80.1%-37.3pp |
| Annual return | 1038.06% | 593.76%+444.3pp | 425.95%+612.1pp | 217.08%+821.0pp |
| Employer contribution / active EE | $961 | $4,650-79.3% | $3,674-73.9% | $4,299-77.7% |
| Participant deferral / active EE | $3,689 | $4,767-22.6% | $4,083-9.6% | $6,507-43.3% |
| Admin fee / account holder | $200 | $6,918-97.1% | $6,065-96.7% | $12,624-98.4% |