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 | $925,701 | $175,202+428.4% | $149,673+518.5% | $139,434+563.9% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | 26.34% | 166.71%-140.4pp | 134.42%-108.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $762 | $5,474-86.1% | $4,818-84.2% | $4,751-84.0% |
| Participant deferral / active EE | $2,813 | $6,519-56.9% | $5,680-50.5% | $6,710-58.1% |
| Admin fee / account holder | $120 | $16,150-99.3% | $13,210-99.1% | $11,403-98.9% |