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 | $255,704 | $101,618+151.6% | $93,063+174.8% | $137,256+86.3% |
| Participation rate | 62.5% | 74.9%-12.4pp | 72.1%-9.6pp | 80.0%-17.5pp |
| Annual return | 15.93% | 223.95%-208.0pp | 34.15%-18.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $195 | $2,707-92.8% | $2,476-92.1% | $4,156-95.3% |
| Participant deferral / active EE | $3,875 | $4,279-9.4% | $3,958-2.1% | $6,407-39.5% |
| Admin fee / account holder | $66 | $6,198-98.9% | $6,033-98.9% | $12,270-99.5% |