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 | $344,939 | $95,266+262.1% | $82,389+318.7% | $142,382+142.3% |
| Participation rate | 14.3% | 74.5%-60.2pp | 69.5%-55.3pp | 80.1%-65.8pp |
| Annual return | 15.95% | 25.74%-9.8pp | 28.67%-12.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $179 | $2,991-94.0% | $2,517-92.9% | $4,299-95.8% |
| Participant deferral / active EE | $2,214 | $4,809-54.0% | $4,155-46.7% | $6,507-66.0% |
| Admin fee / account holder | $60 | $8,563-99.3% | $7,231-99.2% | $12,624-99.5% |