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 | $291,305 | $202,432+43.9% | $169,368+72.0% | $139,434+108.9% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.1%-60.5pp | 80.3%-63.7pp |
| Annual return | 14.54% | 531.74%-517.2pp | 405.60%-391.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $560 | $4,692-88.1% | $4,013-86.0% | $4,751-88.2% |
| Participant deferral / active EE | $2,333 | $6,938-66.4% | $6,221-62.5% | $6,710-65.2% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |