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 | $763,789 | $198,466+284.8% | $170,442+348.1% | $147,584+417.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 20.04% | 257.29%-237.3pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $24,831 | $6,184+301.6% | $5,433+357.1% | $4,876+409.2% |
| Participant deferral / active EE | $14,000 | $5,629+148.7% | $4,939+183.4% | $5,439+157.4% |
| Admin fee / account holder | -$2,616 | $16,852-115.5% | $13,880-118.8% | $10,885-124.0% |