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 | $485,459 | $148,534+226.8% | $135,903+257.2% | $139,434+248.2% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 32.01% | 79.19%-47.2pp | 68.23%-36.2pp | 372.94%-340.9pp |
| Employer contribution / active EE | $1,238 | $5,243-76.4% | $4,856-74.5% | $4,751-73.9% |
| Participant deferral / active EE | $2,262 | $8,100-72.1% | $7,758-70.8% | $6,710-66.3% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |