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 | $100,773+316.3% | $88,946+371.7% | $142,382+194.7% |
| Participation rate | 4.2% | 74.3%-70.1pp | 68.8%-64.7pp | 80.1%-76.0pp |
| Annual return | 17.96% | 70.18%-52.2pp | 57.82%-39.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $178 | $2,918-93.9% | $2,555-93.0% | $4,299-95.9% |
| Participant deferral / active EE | $1,250 | $5,230-76.1% | $4,581-72.7% | $6,507-80.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |