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 | $970,461 | $104,974+824.5% | $95,585+915.3% | $142,382+581.6% |
| Participation rate | 16.7% | 75.0%-58.3pp | 72.1%-55.4pp | 80.1%-63.5pp |
| Annual return | 17.37% | 210.33%-193.0pp | 38.56%-21.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $196 | $2,779-93.0% | $2,527-92.2% | $4,299-95.4% |
| Participant deferral / active EE | $3,917 | $4,352-10.0% | $4,023-2.6% | $6,507-39.8% |
| Admin fee / account holder | $10 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |