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 | $320,818 | $54,705+486.4% | $71,209+350.5% | $84,808+278.3% |
| Participation rate | 55.6% | 64.1%-8.5pp | 73.8%-18.2pp | 68.3%-12.8pp |
| Annual return | 10.12% | 35.90%-25.8pp | 282.51%-272.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,023 | $2,158-6.3% | $2,721-25.7% | $2,631-23.1% |
| Participant deferral / active EE | $6,655 | $3,030+119.6% | $4,175+59.4% | $4,212+58.0% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |