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 | $111,724+247.1% | $93,606+314.3% | $145,922+165.8% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | -9.16% | 202.98%-212.1pp | 133.20%-142.4pp | 561.29%-570.4pp |
| Employer contribution / active EE | $610 | $3,090-80.2% | $2,420-74.8% | $4,660-86.9% |
| Participant deferral / active EE | $4,088 | $4,912-16.8% | $4,411-7.3% | $6,688-38.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |