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.
Participant 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 | $287,758 | $108,919+164.2% | $100,391+186.6% | $145,922+97.2% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 15.52% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $588 | $4,419-86.7% | $3,942-85.1% | $4,660-87.4% |
| Participant deferral / active EE | $1,170 | $8,445-86.1% | $8,082-85.5% | $6,688-82.5% |
| Admin fee / account holder | $12 | $9,689-99.9% | $7,899-99.8% | $13,397-99.9% |