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 6-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 | $349,122 | $111,724+212.5% | $93,606+273.0% | $145,922+139.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 26.41% | 202.98%-176.6pp | 133.20%-106.8pp | 561.29%-534.9pp |
| Employer contribution / active EE | $720 | $3,090-76.7% | $2,420-70.3% | $4,660-84.6% |
| Participant deferral / active EE | $1,112 | $4,912-77.4% | $4,411-74.8% | $6,688-83.4% |
| Admin fee / account holder | $161 | $10,250-98.4% | $8,285-98.1% | $13,397-98.8% |