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 | $328,942 | $176,812+86.0% | $146,665+124.3% | $167,490+96.4% |
| Participation rate | 33.3% | 83.6%-50.3pp | 80.1%-46.7pp | 82.1%-48.8pp |
| Annual return | 19.79% | 24.03%-4.2pp | 22.74%-3.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $533 | $5,160-89.7% | $4,136-87.1% | $4,837-89.0% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,341+36.7% |
| Admin fee / account holder | $120 | $13,259-99.1% | $10,280-98.8% | $12,309-99.0% |