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 | $266,750 | $179,726+48.4% | $156,263+70.7% | $142,382+87.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 13.47% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,052 | $5,069-79.2% | $4,333-75.7% | $4,299-75.5% |
| Participant deferral / active EE | $4,788 | $6,956-31.2% | $6,158-22.3% | $6,507-26.4% |
| Admin fee / account holder | $124 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |