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 | $632,576 | $131,829+379.8% | $108,579+482.6% | $273,961+130.9% |
| Participation rate | 10.0% | 83.5%-73.5pp | 79.6%-69.6pp | 83.0%-73.0pp |
| Annual return | 1.75% | -91.57%+93.3pp | -51.70%+53.4pp | 41.45%-39.7pp |
| Employer contribution / active EE | $3,500 | $4,912-28.8% | $3,758-6.9% | $4,869-28.1% |
| Participant deferral / active EE | $1,800 | $5,127-64.9% | $4,311-58.2% | $5,287-66.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |