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 | $252,489 | $126,574+99.5% | $106,213+137.7% | $145,922+73.0% |
| Participation rate | 16.7% | 77.6%-61.0pp | 75.3%-58.6pp | 80.3%-63.6pp |
| Annual return | 18.16% | 224.79%-206.6pp | 116.14%-98.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,552 | $3,730-58.4% | $3,171-51.1% | $4,660-66.7% |
| Participant deferral / active EE | $3,430 | $5,724-40.1% | $5,016-31.6% | $6,688-48.7% |
| Admin fee / account holder | $120 | $17,304-99.3% | $11,033-98.9% | $13,397-99.1% |