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 | $299,094 | $167,484+78.6% | $151,611+97.3% | $134,475+122.4% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.5%-23.9pp | 81.2%-17.6pp |
| Annual return | -22.94% | 7.80%-30.7pp | 3.33%-26.3pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,395 | $6,829-50.3% | $6,166-44.9% | $4,740-28.4% |
| Participant deferral / active EE | $5,502 | $8,986-38.8% | $8,363-34.2% | $6,400-14.0% |
| Admin fee / account holder | $89 | $13,783-99.4% | $11,616-99.2% | $11,426-99.2% |