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 | $262,932 | $97,744+169.0% | $103,476+154.1% | $145,922+80.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.5%-47.2pp | 80.3%-46.9pp |
| Annual return | 21.37% | 25.41%-4.0pp | 23.90%-2.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,123 | $6,603-7.3% | $6,623-7.5% | $6,688-8.4% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |