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 | $260,437 | $209,411+24.4% | $178,490+45.9% | $158,922+63.9% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 15.09% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $521 | $5,706-90.9% | $5,011-89.6% | $4,761-89.1% |
| Participant deferral / active EE | $2,196 | $5,954-63.1% | $5,202-57.8% | $5,982-63.3% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |