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 | $469,403 | $99,020+374.0% | $86,590+442.1% | $147,584+218.1% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 50.47% | 1312.34%-1261.9pp | 964.84%-914.4pp | 578.55%-528.1pp |
| Employer contribution / active EE | $101 | $3,132-96.8% | $2,839-96.4% | $4,876-97.9% |
| Participant deferral / active EE | $125 | $3,972-96.9% | $3,609-96.5% | $5,439-97.7% |
| Admin fee / account holder | -$8 | $5,710-100.1% | $4,906-100.2% | $10,885-100.1% |