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 | $360,332 | $369,484-2.5% | $303,047+18.9% | $357,791+0.7% |
| Participation rate | 50.0% | 90.0%-40.0pp | 87.1%-37.1pp | 85.6%-35.6pp |
| Annual return | 14.58% | 0.42%+14.2pp | 2.47%+12.1pp | 396.79%-382.2pp |
| Employer contribution / active EE | $0 | $9,025-100.0% | $7,418-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,552 | $5,439-53.1% | $5,070-49.7% | $5,521-53.8% |
| Admin fee / account holder | $11 | $49,137-100.0% | $39,333-100.0% | $28,387-100.0% |