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 5-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 | $258,935 | $70,606+266.7% | $53,898+380.4% | $142,382+81.9% |
| Participation rate | 23.1% | 63.7%-40.6pp | 55.0%-31.9pp | 80.1%-57.0pp |
| Annual return | -6.60% | 619.81%-626.4pp | 528.60%-535.2pp | 217.08%-223.7pp |
| Employer contribution / active EE | $2,006 | $1,202+66.9% | $932+115.2% | $4,299-53.3% |
| Participant deferral / active EE | $5,223 | $2,364+120.9% | $1,826+186.0% | $6,507-19.7% |
| Admin fee / account holder | $67 | $2,852-97.7% | $2,491-97.3% | $12,624-99.5% |