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 9-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 | $311,632 | $132,634+135.0% | $115,768+169.2% | $137,256+127.0% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.4%-45.8pp | 80.0%-51.4pp |
| Annual return | 20.01% | 160.70%-140.7pp | 100.46%-80.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $199 | $5,619-96.5% | $4,917-95.9% | $6,407-96.9% |
| Admin fee / account holder | $57 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |