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 | $178,174+169.7% | $156,181+207.7% | $137,256+250.1% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.8%-64.5pp | 80.0%-65.7pp |
| Annual return | 14.97% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $363 | $4,972-92.7% | $4,294-91.5% | $4,156-91.3% |
| Participant deferral / active EE | $2,271 | $6,888-67.0% | $6,132-63.0% | $6,407-64.5% |
| Admin fee / account holder | $120 | $17,404-99.3% | $14,586-99.2% | $12,270-99.0% |