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 | $277,326 | $127,386+117.7% | $115,037+141.1% | $125,391+121.2% |
| Participation rate | 18.2% | 84.2%-66.0pp | 81.4%-63.2pp | 83.2%-65.0pp |
| Annual return | -0.89% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $657 | $5,166-87.3% | $4,608-85.7% | $4,866-86.5% |
| Participant deferral / active EE | $3,273 | $6,423-49.0% | $6,026-45.7% | $5,352-38.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |