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 | $291,962 | $101,618+187.3% | $93,063+213.7% | $137,256+112.7% |
| Participation rate | 16.7% | 74.9%-58.3pp | 72.1%-55.4pp | 80.0%-63.3pp |
| Annual return | 10.36% | 223.95%-213.6pp | 34.15%-23.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $533 | $2,707-80.3% | $2,476-78.5% | $4,156-87.2% |
| Participant deferral / active EE | $819 | $4,279-80.9% | $3,958-79.3% | $6,407-87.2% |
| Admin fee / account holder | $120 | $6,198-98.1% | $6,033-98.0% | $12,270-99.0% |