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 | $387,799 | $111,814+246.8% | $93,654+314.1% | $145,959+165.7% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | -9.16% | 203.30%-212.5pp | 133.34%-142.5pp | 561.95%-571.1pp |
| Employer contribution / active EE | $610 | $3,092-80.3% | $2,421-74.8% | $4,661-86.9% |
| Participant deferral / active EE | $4,088 | $4,914-16.8% | $4,413-7.4% | $6,689-38.9% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |