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 | $373,617 | $190,805+95.8% | $159,960+133.6% | $134,475+177.8% |
| Participation rate | 44.4% | 81.9%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | 23.22% | 552.23%-529.0pp | 408.60%-385.4pp | 417.96%-394.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,004 | $6,923-27.7% | $6,182-19.1% | $6,400-21.8% |
| Admin fee / account holder | -$2,741 | $10,471-126.2% | $8,698-131.5% | $11,426-124.0% |