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 | $336,951 | $85,022+296.3% | $70,515+377.8% | $139,434+141.7% |
| Participation rate | 10.0% | 73.9%-63.9pp | 68.3%-58.3pp | 80.3%-70.3pp |
| Annual return | 61.59% | 30.38%+31.2pp | 32.77%+28.8pp | 372.94%-311.4pp |
| Employer contribution / active EE | $133 | $3,909-96.6% | $2,973-95.5% | $4,751-97.2% |
| Participant deferral / active EE | $3,000 | $5,890-49.1% | $4,567-34.3% | $6,710-55.3% |
| Admin fee / account holder | $60 | $8,906-99.3% | $6,412-99.1% | $11,403-99.5% |