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 | $87,166+221.2% | $76,735+264.9% | $137,256+104.0% |
| Participation rate | 8.3% | 74.4%-66.0pp | 69.5%-61.2pp | 80.0%-71.6pp |
| Annual return | 20.06% | 26.50%-6.4pp | 29.77%-9.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $220 | $2,904-92.4% | $2,454-91.0% | $4,156-94.7% |
| Participant deferral / active EE | $1,967 | $4,726-58.4% | $4,088-51.9% | $6,407-69.3% |
| Admin fee / account holder | $120 | $8,403-98.6% | $7,189-98.3% | $12,270-99.0% |