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 | $353,811 | $176,056+101.0% | $159,436+121.9% | $167,490+111.2% |
| Participation rate | 54.5% | 84.9%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 0.51% | 331.75%-331.2pp | 263.57%-263.1pp | 478.56%-478.0pp |
| Employer contribution / active EE | $1,085 | $5,297-79.5% | $4,829-77.5% | $4,837-77.6% |
| Participant deferral / active EE | $5,882 | $7,750-24.1% | $7,352-20.0% | $6,341-7.2% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |