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 | $314,258 | $189,613+65.7% | $167,512+87.6% | $142,382+120.7% |
| Participation rate | 61.5% | 80.1%-18.6pp | 77.1%-15.5pp | 80.1%-18.6pp |
| Annual return | 16.41% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $483 | $4,349-88.9% | $3,882-87.6% | $4,299-88.8% |
| Participant deferral / active EE | $7,572 | $6,981+8.5% | $6,405+18.2% | $6,507+16.4% |
| Admin fee / account holder | $292 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |