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 | $480,569 | $179,726+167.4% | $156,263+207.5% | $142,382+237.5% |
| Participation rate | 14.3% | 82.1%-67.8pp | 78.9%-64.6pp | 80.1%-65.8pp |
| Annual return | 14.97% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $363 | $5,069-92.8% | $4,333-91.6% | $4,299-91.5% |
| Participant deferral / active EE | $2,271 | $6,956-67.3% | $6,158-63.1% | $6,507-65.1% |
| Admin fee / account holder | $120 | $17,272-99.3% | $14,255-99.2% | $12,624-99.0% |