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 | $51,638+1616.9% | $68,368+1196.8% | $82,448+975.3% |
| Participation rate | 4.5% | 63.6%-59.1pp | 73.8%-69.2pp | 68.1%-63.5pp |
| Annual return | 14.34% | 37.53%-23.2pp | 292.57%-278.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $147 | $2,047-92.8% | $2,649-94.5% | $2,551-94.2% |
| Participant deferral / active EE | $561 | $2,914-80.8% | $4,123-86.4% | $4,139-86.5% |
| Admin fee / account holder | $60 | $4,643-98.7% | $5,150-98.8% | $7,234-99.2% |