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.
Participant 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 | $461,968 | $84,696+445.4% | $75,696+510.3% | $167,490+175.8% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.8%-46.3pp | 82.1%-53.5pp |
| Annual return | 23.55% | 199.36%-175.8pp | 104.53%-81.0pp | 478.56%-455.0pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $143 | $4,580-96.9% | $3,821-96.3% | $6,341-97.7% |
| Admin fee / account holder | $13 | $5,355-99.8% | $3,619-99.6% | $12,309-99.9% |