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 | $87,166+295.7% | $76,735+349.5% | $137,256+151.3% |
| Participation rate | 14.3% | 74.4%-60.1pp | 69.5%-55.2pp | 80.0%-65.7pp |
| Annual return | 15.95% | 26.50%-10.6pp | 29.77%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $179 | $2,904-93.9% | $2,454-92.7% | $4,156-95.7% |
| Participant deferral / active EE | $2,214 | $4,726-53.1% | $4,088-45.8% | $6,407-65.4% |
| Admin fee / account holder | $60 | $8,403-99.3% | $7,189-99.2% | $12,270-99.5% |