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 | $321,298 | $159,901+100.9% | $146,958+118.6% | $145,922+120.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 1.46% | 98.13%-96.7pp | 418.34%-416.9pp | 561.29%-559.8pp |
| Employer contribution / active EE | $2,936 | $5,286-44.5% | $4,933-40.5% | $4,660-37.0% |
| Participant deferral / active EE | $17,625 | $8,428+109.1% | $8,070+118.4% | $6,688+163.5% |
| Admin fee / account holder | $121 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |