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 | $279,675 | $202,318+38.2% | $172,739+61.9% | $152,861+83.0% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.4%-53.9pp |
| Annual return | 30.03% | 1029.65%-999.6pp | 802.84%-772.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $984 | $5,856-83.2% | $5,143-80.9% | $4,762-79.3% |
| Participant deferral / active EE | $3,001 | $5,948-49.5% | $5,198-42.3% | $5,850-48.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |