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 | $340,631 | $136,307+149.9% | $106,619+219.5% | $273,961+24.3% |
| Participation rate | 14.3% | 84.8%-70.5pp | 78.0%-63.7pp | 83.0%-68.7pp |
| Annual return | 4.72% | 11.05%-6.3pp | 9.42%-4.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $355 | $5,190-93.2% | $3,947-91.0% | $4,869-92.7% |
| Participant deferral / active EE | $3,429 | $4,969-31.0% | $3,930-12.8% | $5,287-35.2% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |