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.
Participant 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 | $537,757 | $131,829+307.9% | $108,579+395.3% | $273,961+96.3% |
| Participation rate | 60.9% | 83.5%-22.6pp | 79.6%-18.7pp | 83.0%-22.1pp |
| Annual return | 324.89% | -91.57%+416.5pp | -51.70%+376.6pp | 41.45%+283.4pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,170 | $5,127-77.2% | $4,311-72.9% | $5,287-77.9% |
| Admin fee / account holder | $156 | $10,252-98.5% | $7,645-98.0% | $10,132-98.5% |