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 | $867,139 | $106,584+713.6% | $101,326+755.8% | $142,382+509.0% |
| Participation rate | 15.4% | 82.7%-67.3pp | 81.5%-66.1pp | 80.1%-64.7pp |
| Annual return | 10.48% | 36.93%-26.4pp | 36.82%-26.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $313 | $3,956-92.1% | $3,665-91.5% | $4,299-92.7% |
| Participant deferral / active EE | $3,758 | $8,297-54.7% | $7,994-53.0% | $6,507-42.3% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |