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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $279,371 | $64,307+334.4% | $57,343+387.2% | $125,391+122.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 83.2%-43.2pp |
| Annual return | 3.32% | 25.12%-21.8pp | 24.39%-21.1pp | 282.22%-278.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,939 | $3,848+106.3% | $3,162+151.0% | $5,352+48.3% |
| Admin fee / account holder | $225 | $5,242-95.7% | $3,356-93.3% | $9,540-97.6% |