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 | $413,874 | $297,529+39.1% | $246,525+67.9% | $357,791+15.7% |
| Participation rate | 35.7% | 86.5%-50.8pp | 82.0%-46.2pp | 85.6%-49.9pp |
| Annual return | 23.78% | -2.25%+26.0pp | 0.46%+23.3pp | 396.79%-373.0pp |
| Employer contribution / active EE | $0 | $8,709-100.0% | $7,467-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,699 | $6,076-55.6% | $5,422-50.2% | $5,521-51.1% |
| Admin fee / account holder | $21 | $16,212-99.9% | $16,551-99.9% | $28,387-99.9% |