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 | $379,048 | $39,019+871.4% | $80,716+369.6% | $85,850+341.5% |
| Participation rate | 8.0% | 41.5%-33.5pp | 54.2%-46.2pp | 69.3%-61.3pp |
| Annual return | 7.76% | 26.27%-18.5pp | 87.28%-79.5pp | 318.53%-310.8pp |
| Employer contribution / active EE | $272 | $722-62.3% | $1,160-76.6% | $2,565-89.4% |
| Participant deferral / active EE | $1,840 | $1,326+38.8% | $2,146-14.2% | $3,952-53.4% |
| Admin fee / account holder | $123 | $2,431-95.0% | $3,380-96.4% | $6,260-98.0% |