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 | $531,028 | $214,378+147.7% | $200,582+164.7% | $142,382+273.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 9.36% | 46.41%-37.0pp | 42.33%-33.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $4,915 | $6,841-28.2% | $6,419-23.4% | $4,299+14.3% |
| Participant deferral / active EE | $9,748 | $9,865-1.2% | $9,331+4.5% | $6,507+49.8% |
| Admin fee / account holder | $60 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |