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.
Annual investment return 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 | $374,319 | $150,440+148.8% | $136,294+174.6% | $147,584+153.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 8.02% | 1049.08%-1041.1pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $998 | $5,256-81.0% | $4,695-78.8% | $4,876-79.5% |
| Participant deferral / active EE | $11,960 | $6,630+80.4% | $6,247+91.4% | $5,439+119.9% |
| Admin fee / account holder | $158 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |