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 | $445,203 | $99,032+349.6% | $80,019+456.4% | $135,375+228.9% |
| Participation rate | 23.1% | 78.4%-55.3pp | 75.8%-52.8pp | 82.6%-59.6pp |
| Annual return | -2.59% | 15.39%-18.0pp | 11.22%-13.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $4,231 | $3,043+39.0% | $2,468+71.5% | $4,779-11.5% |
| Participant deferral / active EE | $14 | $4,282-99.7% | $3,686-99.6% | $5,609-99.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |