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 | $416,836 | $175,202+137.9% | $149,673+178.5% | $139,434+198.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.20% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $15,073 | $5,474+175.3% | $4,818+212.9% | $4,751+217.3% |
| Participant deferral / active EE | $17,333 | $6,519+165.9% | $5,680+205.2% | $6,710+158.3% |
| Admin fee / account holder | $227 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |