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 8-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 | $336,389 | $165,984+102.7% | $164,813+104.1% | $145,922+130.5% |
| Participation rate | 18.8% | 82.0%-63.3pp | 78.6%-59.9pp | 80.3%-61.5pp |
| Annual return | 69.51% | 100.03%-30.5pp | 69.93%-0.4pp | 561.29%-491.8pp |
| Employer contribution / active EE | $418 | $5,273-92.1% | $4,341-90.4% | $4,660-91.0% |
| Participant deferral / active EE | $2,686 | $6,959-61.4% | $6,031-55.5% | $6,688-59.8% |
| Admin fee / account holder | $6 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |