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 | $268,210 | $108,172+147.9% | $77,482+246.2% | $158,922+68.8% |
| Participation rate | 11.8% | 64.4%-52.7pp | 54.2%-42.4pp | 82.0%-70.2pp |
| Annual return | -3.12% | 31.67%-34.8pp | 54.79%-57.9pp | 302.83%-305.9pp |
| Employer contribution / active EE | $208 | $1,325-84.3% | $986-78.9% | $4,761-95.6% |
| Participant deferral / active EE | $3,059 | $2,456+24.5% | $1,861+64.3% | $5,982-48.9% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |