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 | $288,684 | $103,376+179.3% | $87,100+231.4% | $152,861+88.9% |
| Participation rate | 14.3% | 79.3%-65.1pp | 76.9%-62.6pp | 82.4%-68.2pp |
| Annual return | 28.22% | 28.10%+0.1pp | 28.19%0pp | 345.32%-317.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $800 | $4,778-83.3% | $4,049-80.2% | $5,850-86.3% |
| Admin fee / account holder | $24 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |