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 | $301,105 | $99,652+202.2% | $78,778+282.2% | $147,584+104.0% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 14.37% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $877 | $2,796-68.6% | $1,986-55.9% | $4,876-82.0% |
| Participant deferral / active EE | $5,319 | $3,664+45.2% | $2,958+79.8% | $5,439-2.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |