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.
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 | $259,944 | $33,067+686.1% | $76,523+239.7% | $56,287+361.8% |
| Participation rate | 2.0% | 55.4%-53.4pp | 68.0%-66.0pp | 69.9%-67.9pp |
| Annual return | -5.67% | 2.72%-8.4pp | -0.27%-5.4pp | -9.96%+4.3pp |
| Employer contribution / active EE | $521 | $1,200-56.6% | $2,647-80.3% | $2,111-75.3% |
| Participant deferral / active EE | $423 | $2,240-81.1% | $3,835-89.0% | $3,350-87.4% |
| Admin fee / account holder | $0 | $537-100.0% | $4,848-100.0% | $521-100.0% |