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 | $292,817 | $202,432+44.6% | $169,368+72.9% | $139,434+110.0% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 10.99% | 531.74%-520.7pp | 405.60%-394.6pp | 372.94%-362.0pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,600 | $6,938+38.4% | $6,221+54.3% | $6,710+43.1% |
| Admin fee / account holder | $60 | $10,708-99.4% | $9,003-99.3% | $11,403-99.5% |