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 | $1,540,136 | $114,381+1246.5% | $107,525+1332.4% | $142,382+981.7% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.1%-62.6pp | 80.1%-67.6pp |
| Annual return | 17.56% | 242.71%-225.1pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $426 | $4,015-89.4% | $3,754-88.7% | $4,299-90.1% |
| Participant deferral / active EE | $3,954 | $5,564-28.9% | $5,116-22.7% | $6,507-39.2% |
| Admin fee / account holder | $191 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |