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 | $502,130 | $181,894+176.1% | $156,549+220.7% | $273,961+83.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 8.41% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,041 | $6,248-83.3% | $5,501-81.1% | $4,869-78.6% |
| Participant deferral / active EE | $2,510 | $5,550-54.8% | $4,871-48.5% | $5,287-52.5% |
| Admin fee / account holder | $292 | $15,559-98.1% | $13,027-97.8% | $10,132-97.1% |