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 | $279,999 | $95,266+193.9% | $82,389+239.9% | $142,382+96.7% |
| Participation rate | 8.3% | 74.5%-66.1pp | 69.5%-61.2pp | 80.1%-71.8pp |
| Annual return | 20.06% | 25.74%-5.7pp | 28.67%-8.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $220 | $2,991-92.6% | $2,517-91.3% | $4,299-94.9% |
| Participant deferral / active EE | $1,967 | $4,809-59.1% | $4,155-52.7% | $6,507-69.8% |
| Admin fee / account holder | $120 | $8,563-98.6% | $7,231-98.3% | $12,624-99.0% |