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 | $333,160 | $88,594+276.1% | $70,092+375.3% | $134,475+147.7% |
| Participation rate | 22.2% | 74.9%-52.7pp | 70.5%-48.3pp | 81.2%-59.0pp |
| Annual return | -3.26% | 442.67%-445.9pp | 190.73%-194.0pp | 417.96%-421.2pp |
| Employer contribution / active EE | $322 | $3,233-90.0% | $2,559-87.4% | $4,740-93.2% |
| Participant deferral / active EE | $3,631 | $4,772-23.9% | $3,849-5.7% | $6,400-43.3% |
| Admin fee / account holder | $60 | $10,441-99.4% | $6,267-99.0% | $11,426-99.5% |