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 | $483,502 | $167,484+188.7% | $151,611+218.9% | $134,475+259.5% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -10.11% | 7.80%-17.9pp | 3.33%-13.4pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,228 | $6,829-82.0% | $6,166-80.1% | $4,740-74.1% |
| Participant deferral / active EE | $5,948 | $8,986-33.8% | $8,363-28.9% | $6,400-7.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |