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 | $265,653 | $127,065+109.1% | $113,168+134.7% | $142,382+86.6% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 15.56% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $459 | $3,442-86.7% | $2,975-84.6% | $4,299-89.3% |
| Participant deferral / active EE | $3,132 | $5,716-45.2% | $5,107-38.7% | $6,507-51.9% |
| Admin fee / account holder | $23 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |