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 | $568,336 | $107,334+429.5% | $92,893+511.8% | $152,861+271.8% |
| Participation rate | 26.7% | 79.8%-53.1pp | 76.0%-49.3pp | 82.4%-55.8pp |
| Annual return | -1.37% | 145.58%-147.0pp | 109.41%-110.8pp | 345.32%-346.7pp |
| Employer contribution / active EE | $1,609 | $4,221-61.9% | $3,653-55.9% | $4,762-66.2% |
| Participant deferral / active EE | $4,248 | $4,845-12.3% | $4,236+0.3% | $5,850-27.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |