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 | $643,864 | $77,634+729.4% | $156,549+311.3% | $62,891+923.8% |
| Participation rate | 3.5% | 71.2%-67.7pp | 84.0%-80.5pp | 69.3%-65.8pp |
| Annual return | 20.74% | 50.32%-29.6pp | 32.23%-11.5pp | 20.14%+0.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $59 | $3,045-98.1% | $4,871-98.8% | $3,203-98.2% |
| Admin fee / account holder | $37 | $5,561-99.3% | $13,027-99.7% | $4,296-99.1% |