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 | $490,232 | $98,240+399.0% | $82,313+495.6% | $147,584+232.2% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 7.11% | 30.85%-23.7pp | 25.88%-18.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $40,144 | $3,192+1157.8% | $2,428+1553.2% | $4,876+723.2% |
| Participant deferral / active EE | $31,412 | $4,383+616.6% | $3,706+747.6% | $5,439+477.6% |
| Admin fee / account holder | $2 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |