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 | $860,997 | $117,983+629.8% | $101,794+745.8% | $142,382+504.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 17.56% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $540 | $2,773-80.5% | $2,289-76.4% | $4,299-87.4% |
| Participant deferral / active EE | $1,142 | $4,714-75.8% | $4,084-72.0% | $6,507-82.5% |
| Admin fee / account holder | $4 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |