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 | $257,332 | $88,751+189.9% | $81,812+214.5% | $145,922+76.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 5.06% | 1025.40%-1020.3pp | 773.79%-768.7pp | 561.29%-556.2pp |
| Employer contribution / active EE | $1,692 | $3,083-45.1% | $2,912-41.9% | $4,660-63.7% |
| Participant deferral / active EE | $17,232 | $4,643+271.1% | $4,319+299.0% | $6,688+157.7% |
| Admin fee / account holder | $232 | $8,415-97.2% | $7,386-96.9% | $13,397-98.3% |