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 | $470,249 | $142,405+230.2% | $115,157+308.4% | $152,861+207.6% |
| Participation rate | 25.0% | 82.4%-57.4pp | 75.9%-50.9pp | 82.4%-57.4pp |
| Annual return | 17.81% | 41.48%-23.7pp | 35.60%-17.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $650 | $4,010-83.8% | $3,179-79.6% | $4,762-86.4% |
| Participant deferral / active EE | $5,859 | $5,164+13.5% | $4,168+40.6% | $5,850+0.2% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |