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 9-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 | $312,728 | $183,963+70.0% | $162,163+92.8% | $152,861+104.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 18.33% | 150.76%-132.4pp | 115.59%-97.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,560 | $6,371-75.5% | $5,614-72.2% | $4,762-67.2% |
| Participant deferral / active EE | $1,560 | $8,034-80.6% | $7,298-78.6% | $5,850-73.3% |
| Admin fee / account holder | -$6 | $13,121-100.0% | $10,843-100.1% | $11,596-100.0% |