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 | $428,047 | $175,202+144.3% | $149,673+186.0% | $139,434+207.0% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 4.11% | 166.71%-162.6pp | 134.42%-130.3pp | 372.94%-368.8pp |
| Employer contribution / active EE | $2,261 | $5,474-58.7% | $4,818-53.1% | $4,751-52.4% |
| Participant deferral / active EE | $7,106 | $6,519+9.0% | $5,680+25.1% | $6,710+5.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |