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 | $313,320 | $176,377+77.6% | $134,143+133.6% | $158,922+97.2% |
| Participation rate | 16.7% | 78.7%-62.0pp | 72.2%-55.5pp | 82.0%-65.3pp |
| Annual return | 11.62% | 63.63%-52.0pp | 36.33%-24.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,971 | $4,091-2.9% | $3,499+13.5% | $5,982-33.6% |
| Admin fee / account holder | $60 | $8,718-99.3% | $6,684-99.1% | $11,246-99.5% |