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.
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 | $336,123 | $201,272+67.0% | $184,203+82.5% | $145,922+130.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 5.43% | 29.00%-23.6pp | 28.81%-23.4pp | 561.29%-555.9pp |
| Employer contribution / active EE | $3,283 | $7,022-53.2% | $6,427-48.9% | $4,660-29.5% |
| Participant deferral / active EE | $17,833 | $9,806+81.9% | $9,131+95.3% | $6,688+166.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |