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 | $427,514 | $176,056+142.8% | $159,436+168.1% | $167,490+155.2% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 27.92% | 331.75%-303.8pp | 263.57%-235.6pp | 478.56%-450.6pp |
| Employer contribution / active EE | $1,015 | $5,297-80.8% | $4,829-79.0% | $4,837-79.0% |
| Participant deferral / active EE | $1,704 | $7,750-78.0% | $7,352-76.8% | $6,341-73.1% |
| Admin fee / account holder | $40 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |