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 | $760,919 | $108,919+598.6% | $100,391+658.0% | $145,922+421.5% |
| Participation rate | 16.7% | 82.9%-66.3pp | 81.5%-64.8pp | 80.3%-63.6pp |
| Annual return | 21.70% | 57.88%-36.2pp | 49.20%-27.5pp | 561.29%-539.6pp |
| Employer contribution / active EE | $339 | $4,419-92.3% | $3,942-91.4% | $4,660-92.7% |
| Participant deferral / active EE | $3,825 | $8,445-54.7% | $8,082-52.7% | $6,688-42.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |