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 | $278,472 | $175,202+58.9% | $149,673+86.1% | $139,434+99.7% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 12.74% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,906 | $5,474-46.9% | $4,818-39.7% | $4,751-38.8% |
| Participant deferral / active EE | $11,026 | $6,519+69.1% | $5,680+94.1% | $6,710+64.3% |
| Admin fee / account holder | $210 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |