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 | $292,627 | $60,022+387.5% | $88,946+229.0% | $84,808+245.0% |
| Participation rate | 8.3% | 57.8%-49.5pp | 68.8%-60.5pp | 68.3%-60.0pp |
| Annual return | 21.52% | 22.43%-0.9pp | 57.82%-36.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $89 | $1,703-94.8% | $2,555-96.5% | $2,631-96.6% |
| Participant deferral / active EE | $1,128 | $3,114-63.8% | $4,581-75.4% | $4,212-73.2% |
| Admin fee / account holder | $63 | $4,811-98.7% | $8,261-99.2% | $7,344-99.1% |