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 | $474,805 | $165,335+187.2% | $149,696+217.2% | $158,922+198.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.50% | 348.15%-336.7pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $6,554 | $5,103+28.4% | $4,644+41.1% | $4,761+37.7% |
| Participant deferral / active EE | $10,211 | $7,181+42.2% | $6,842+49.2% | $5,982+70.7% |
| Admin fee / account holder | $53 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |