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 | $1,056,038 | $179,726+487.6% | $156,263+575.8% | $142,382+641.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 1.96% | 77.86%-75.9pp | 59.47%-57.5pp | 217.08%-215.1pp |
| Employer contribution / active EE | $3,375 | $5,069-33.4% | $4,333-22.1% | $4,299-21.5% |
| Participant deferral / active EE | $11,221 | $6,956+61.3% | $6,158+82.2% | $6,507+72.4% |
| Admin fee / account holder | $5 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |