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 | $258,113 | $65,041+296.8% | $90,951+183.8% | $79,858+223.2% |
| Participation rate | 67.7% | 61.6%+6.1pp | 69.0%-1.3pp | 69.6%-1.9pp |
| Annual return | 9.59% | 30.45%-20.9pp | 134.60%-125.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $988 | $1,247-20.8% | $2,122-53.5% | $2,471-60.0% |
| Participant deferral / active EE | $4,877 | $2,512+94.1% | $3,373+44.6% | $3,740+30.4% |
| Admin fee / account holder | $77 | $4,536-98.3% | $5,959-98.7% | $5,306-98.6% |