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 9-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 | $263,922 | $102,616+157.2% | $81,983+221.9% | $158,922+66.1% |
| Participation rate | 10.0% | 75.5%-65.5pp | 69.2%-59.2pp | 82.0%-72.0pp |
| Annual return | 83.43% | 61.04%+22.4pp | 41.31%+42.1pp | 302.83%-219.4pp |
| Employer contribution / active EE | $242 | $3,240-92.5% | $2,498-90.3% | $4,761-94.9% |
| Participant deferral / active EE | $2,490 | $4,648-46.4% | $3,722-33.1% | $5,982-58.4% |
| Admin fee / account holder | $1 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |