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 | $267,372 | $150,440+77.7% | $136,294+96.2% | $147,584+81.2% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 4.88% | 1049.08%-1044.2pp | 5155.94%-5151.1pp | 578.55%-573.7pp |
| Employer contribution / active EE | $1,213 | $5,256-76.9% | $4,695-74.2% | $4,876-75.1% |
| Participant deferral / active EE | $3,033 | $6,630-54.3% | $6,247-51.4% | $5,439-44.2% |
| Admin fee / account holder | $275 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |