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 | $601,068 | $148,534+304.7% | $135,903+342.3% | $139,434+331.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 34.29% | 79.19%-44.9pp | 68.23%-33.9pp | 372.94%-338.6pp |
| Employer contribution / active EE | $980 | $5,243-81.3% | $4,856-79.8% | $4,751-79.4% |
| Participant deferral / active EE | $2,940 | $8,100-63.7% | $7,758-62.1% | $6,710-56.2% |
| Admin fee / account holder | $120 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |