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 | $252,993 | $71,050+256.1% | $93,606+170.3% | $80,856+212.9% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.6%-22.8pp |
| Annual return | 26.21% | 11.26%+15.0pp | 133.20%-107.0pp | 35.59%-9.4pp |
| Employer contribution / active EE | $1,528 | $1,564-2.3% | $2,420-36.9% | $2,755-44.5% |
| Participant deferral / active EE | $3,632 | $4,034-10.0% | $4,411-17.7% | $4,296-15.4% |
| Admin fee / account holder | $265 | $6,945-96.2% | $8,285-96.8% | $6,918-96.2% |