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 | $317,479 | $159,901+98.5% | $146,958+116.0% | $145,922+117.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.84% | 98.13%-93.3pp | 418.34%-413.5pp | 561.29%-556.4pp |
| Employer contribution / active EE | $2,067 | $5,286-60.9% | $4,933-58.1% | $4,660-55.6% |
| Participant deferral / active EE | $7,883 | $8,428-6.5% | $8,070-2.3% | $6,688+17.9% |
| Admin fee / account holder | $7 | $15,044-100.0% | $12,998-99.9% | $13,397-99.9% |