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 | $886,575 | $54,705+1520.6% | $71,209+1145.0% | $84,808+945.4% |
| Participation rate | 4.5% | 64.1%-59.5pp | 73.8%-69.2pp | 68.3%-63.8pp |
| Annual return | 14.34% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $147 | $2,158-93.2% | $2,721-94.6% | $2,631-94.4% |
| Participant deferral / active EE | $561 | $3,030-81.5% | $4,175-86.6% | $4,212-86.7% |
| Admin fee / account holder | $60 | $4,863-98.8% | $5,349-98.9% | $7,344-99.2% |