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 | $498,205 | $100,773+394.4% | $88,946+460.1% | $142,382+249.9% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.8%-38.8pp | 80.1%-50.1pp |
| Annual return | -6.62% | 70.18%-76.8pp | 57.82%-64.4pp | 217.08%-223.7pp |
| Employer contribution / active EE | $495 | $2,918-83.0% | $2,555-80.6% | $4,299-88.5% |
| Participant deferral / active EE | $1,103 | $5,230-78.9% | $4,581-75.9% | $6,507-83.1% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |