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 | $419,568 | $97,125+332.0% | $86,233+386.6% | $137,256+205.7% |
| Participation rate | 4.2% | 74.2%-70.0pp | 69.0%-64.9pp | 80.0%-75.8pp |
| Annual return | 17.96% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $178 | $2,841-93.7% | $2,504-92.9% | $4,156-95.7% |
| Participant deferral / active EE | $1,250 | $5,180-75.9% | $4,559-72.6% | $6,407-80.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |