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 | $632,588 | $74,888+744.7% | $71,209+788.4% | $142,382+344.3% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | -0.23% | 345.14%-345.4pp | 282.51%-282.7pp | 217.08%-217.3pp |
| Employer contribution / active EE | $1,568 | $2,854-45.1% | $2,721-42.4% | $4,299-63.5% |
| Participant deferral / active EE | $5,728 | $4,454+28.6% | $4,175+37.2% | $6,507-12.0% |
| Admin fee / account holder | $200 | $5,568-96.4% | $5,349-96.3% | $12,624-98.4% |