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 | $273,897 | $201,259+36.1% | $184,200+48.7% | $145,959+87.7% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 13.55% | 28.98%-15.4pp | 28.80%-15.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,127 | $7,018-55.5% | $6,424-51.3% | $4,661-32.9% |
| Participant deferral / active EE | $6,325 | $9,806-35.5% | $9,132-30.7% | $6,689-5.4% |
| Admin fee / account holder | $23 | $16,372-99.9% | $13,907-99.8% | $13,398-99.8% |